United Capital Financial Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.85M | Sell |
29,906
-1,287
| -4% | -$80.2K | 0.01% | 601 |
|
|
2026
Q1 | $1.91M | Buy |
31,193
+4,026
| +15% | +$252K | 0.01% | 562 |
|
|
2025
Q4 | $1.53M | Sell |
27,167
-938
| -3% | -$54.3K | 0.01% | 605 |
|
|
2025
Q3 | $1.71M | Buy |
28,105
+910
| +3% | +$53K | 0.01% | 502 |
|
|
2025
Q2 | $1.57M | Buy |
27,195
+10,517
| +63% | +$595K | 0.01% | 495 |
|
|
2025
Q1 | $967K | Buy |
16,678
+2,111
| +14% | +$117K | 0.01% | 569 |
|
|
2024
Q4 | $778K | Sell |
14,567
-1,582
| -10% | -$92.1K | 0.01% | 614 |
|
|
2024
Q3 | $1.02M | Sell |
16,149
-56
| -0.3% | -$3.33K | 0.01% | 537 |
|
|
2024
Q2 | $856K | Buy |
16,205
+2,391
| +17% | +$128K | 0.01% | 570 |
|
|
2024
Q1 | $747K | Buy |
13,814
+72
| +0.5% | +$3.9K | 0.01% | 637 |
|
|
2023
Q4 | $789K | Buy |
13,742
+1,468
| +12% | +$77.1K | 0.01% | 609 |
|
|
2023
Q3 | $613K | Sell |
12,274
-9,159
| -43% | -$527K | ﹤0.01% | 603 |
|
|
2023
Q2 | $1.28M | Sell |
21,433
-1,908
| -8% | -$116K | 0.01% | 503 |
|
|
2023
Q1 | $1.48M | Sell |
23,341
-27,941
| -54% | -$1.81M | 0.01% | 499 |
|
|
2022
Q4 | $3.25M | Buy |
51,282
+2,210
| +5% | +$137K | 0.02% | 393 |
|
|
2022
Q3 | $2.86M | Sell |
49,072
-353
| -0.7% | -$24.3K | 0.02% | 415 |
|
|
2022
Q2 | $3.37M | Sell |
49,425
-1,501
| -3% | -$103K | 0.02% | 404 |
|
|
2022
Q1 | $3.53M | Buy |
50,926
+942
| +2% | +$64K | 0.02% | 419 |
|
|
2021
Q4 | $3.58M | Buy |
49,984
+664
| +1% | +$45.7K | 0.02% | 432 |
|
|
2021
Q3 | $3.1M | Buy |
49,320
+55
| +0.1% | +$3.71K | 0.02% | 456 |
|
|
2021
Q2 | $3.19M | Buy |
49,265
+1,733
| +4% | +$114K | 0.02% | 449 |
|
|
2021
Q1 | $2.92M | Sell |
47,532
-9,510
| -17% | -$563K | 0.02% | 436 |
|
|
2020
Q4 | $3.44M | Sell |
57,042
-289
| -0.5% | -$17.1K | 0.02% | 412 |
|
|
2020
Q3 | $3.38M | Buy |
57,331
+6,632
| +13% | +$392K | 0.02% | 404 |
|
|
2020
Q2 | $2.92M | Sell |
50,699
-2,151
| -4% | -$115K | 0.02% | 448 |
|
|
2020
Q1 | $2.55M | Sell |
52,850
-17,120
| -24% | -$1.19M | 0.02% | 455 |
|
|
2019
Q4 | $4.99M | Sell |
69,970
-2,187
| -3% | -$163K | 0.03% | 421 |
|
|
2019
Q3 | $5.36M | Buy |
72,157
+20,345
| +39% | +$1.43M | 0.04% | 391 |
|
|
2019
Q2 | $3.46M | Sell |
51,812
-266,368
| -84% | -$18.2M | 0.02% | 487 |
|
|
2019
Q1 | $22.7M | Buy |
318,180
+31,814
| +11% | +$2.11M | 0.16% | 140 |
|
|
2018
Q4 | $17.5M | Buy |
286,366
+9,105
| +3% | +$544K | 0.14% | 153 |
|
|
2018
Q3 | $15.3M | Buy |
277,261
+14,110
| +5% | +$777K | 0.11% | 213 |
|
|
2018
Q2 | $13.7M | Buy |
263,151
+52,923
| +25% | +$2.68M | 0.1% | 226 |
|
|
2018
Q1 | $10.5M | Buy |
210,228
+28,989
| +16% | +$1.44M | 0.08% | 278 |
|
|
2017
Q4 | $10M | Buy |
181,239
+2,702
| +2% | +$147K | 0.08% | 300 |
|
|
2017
Q3 | $9.89M | Buy |
178,537
+561
| +0.3% | +$31.2K | 0.08% | 286 |
|
|
2017
Q2 | $9.52M | Buy |
177,976
+6,080
| +4% | +$336K | 0.09% | 276 |
|
|
2017
Q1 | $9.92M | Buy |
171,896
+10,318
| +6% | +$598K | 0.09% | 263 |
|
|
2016
Q4 | $9M | Buy |
161,578
+15,896
| +11% | +$892K | 0.09% | 279 |
|
|
2016
Q3 | $9.45M | Buy |
145,682
+10,670
| +8% | +$705K | 0.09% | 272 |
|
|
2016
Q2 | $9.03M | Buy |
135,012
+15,999
| +13% | +$971K | 0.09% | 262 |
|
|
2016
Q1 | $7.21M | Sell |
119,013
-86,345
| -42% | -$4.81M | 0.08% | 268 |
|
|
2015
Q4 | $10.3M | Buy |
205,358
+22,818
| +13% | +$1.09M | 0.12% | 193 |
|
|
2015
Q3 | $8.38M | Buy |
182,540
+4,120
| +2% | +$186K | 0.1% | 220 |
|
|
2015
Q2 | $7.67M | Buy |
178,420
+21,404
| +14% | +$979K | 0.09% | 262 |
|
|
2015
Q1 | $7.15M | Sell |
157,016
-64,322
| -29% | -$3.22M | 0.09% | 277 |
|
|
2014
Q4 | $10.2M | Buy |
221,338
+30,302
| +16% | +$1.34M | 0.15% | 159 |
|
|
2014
Q3 | $7.55M | Buy |
191,036
+11,358
| +6% | +$484K | 0.13% | 188 |
|
|
2014
Q2 | $7.73M | Buy |
179,678
+11,292
| +7% | +$472K | 0.14% | 187 |
|
|
2014
Q1 | $6.67M | Buy |
168,386
+4,397
| +3% | +$174K | 0.14% | 170 |
|
|
2013
Q4 | $5.93M | Buy |
+163,989
| New | +$6.3M | 0.2% | 129 |
|
Other funds holding O
United Capital Financial Advisors's O Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Realty Income (O) stake by 4.1% in Q2 2026, selling an estimated $80.2K and leaving 29,906 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #601.
United Capital Financial Advisors first reported a position in O in Q4 2013 and has held it in 51 quarters since. The position peaked at $22.7M in Q1 2019. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- United Capital Financial Advisors held 29,906 shares of Realty Income worth $1.85M as of Q2 2026.
- United Capital Financial Advisors sold 1,287 Realty Income shares in Q2 2026, an estimated $80.2K.
- Realty Income made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #601 holding.
- United Capital Financial Advisors first reported a position in Realty Income in Q4 2013 and has held it in 51 quarters since.
- United Capital Financial Advisors's Realty Income position peaked at $22.7M in Q1 2019.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.