VFA
O icon

Valeo Financial Advisors’s Realty Income O Stock Holding History

Valeo Financial Advisors’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$371K Buy
6,828
+425
+7% +$26.2K 0.01% 559
2026
Q2 		$397K Buy
6,403
+986
+18% +$61.5K 0.01% 525
2026
Q1 		$331K Sell
5,417
-3,146
-37% -$197K 0.01% 515
2025
Q4 		$483K Buy
8,563
+87
+1% +$5.04K 0.01% 473
2025
Q3 		$515K Buy
8,476
+92
+1% +$5.36K 0.01% 455
2025
Q2 		$483K Buy
8,384
+1,516
+22% +$85.7K 0.01% 461
2025
Q1 		$398K Sell
6,868
-851
-11% -$47.1K 0.01% 465
2024
Q4 		$412K Buy
7,719
+183
+2% +$10.7K 0.01% 455
2024
Q3 		$478K Sell
7,536
-347
-4% -$20.6K 0.01% 418
2024
Q2 		$416K Sell
7,883
-1,175
-13% -$62.7K 0.01% 438
2024
Q1 		$486K Sell
9,058
-542
-6% -$29.3K 0.02% 384
2023
Q4 		$551K Buy
9,600
+3,656
+62% +$192K 0.02% 330
2023
Q3 		$297K Buy
5,944
+1,285
+28% +$73.9K 0.01% 462
2023
Q2 		$279K Buy
4,659
+944
+25% +$57.6K 0.01% 449
2023
Q1 		$235K Sell
3,715
-661
-15% -$42.8K 0.01% 510
2022
Q4 		$278K Buy
+4,376
New +$272K 0.02% 406
2022
Q2 		– Sell
-3,653
Closed -$253K – 608
2022
Q1 		$253K Buy
+3,653
New +$248K 0.01% 489
2021
Q2 		– Sell
-1,797
Closed -$111K – 1376
2021
Q1 		$111K Buy
1,797
+28
+2% +$1.66K 0.01% 583
2020
Q4 		$107K Buy
1,769
+8
+0.5% +$473 0.01% 550
2020
Q3 		$104K Sell
1,761
-1,481
-46% -$87.6K 0.01% 466
2020
Q2 		$187K Buy
3,242
+1,761
+119% +$93.8K 0.02% 337
2020
Q1 		$81K Buy
1,481
+1,135
+328% +$79K 0.01% 475
2019
Q4 		$25K Hold
346
– – ﹤0.01% 863
2019
Q3 		$26K Sell
346
-108
-24% -$7.57K ﹤0.01% 783
2019
Q2 		$30K Hold
454
– – ﹤0.01% 739
2019
Q1 		$32K Sell
454
-521
-53% -$34.5K ﹤0.01% 662
2018
Q4 		$60K Sell
975
-4,364
-82% -$261K 0.01% 484
2018
Q3 		$312K Buy
5,339
+542
+11% +$29.9K 0.04% 216
2018
Q2 		$263K Buy
4,797
+165
+4% +$8.36K 0.04% 247
2018
Q1 		$232K Buy
4,632
+1,236
+36% +$61.6K 0.04% 238
2017
Q4 		$188K Buy
+3,396
New +$184K 0.03% 245

Other funds holding O

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

Valeo Financial Advisors's O Position: Q3 2026 in Review

Valeo Financial Advisors increased its Realty Income (O) stake by 6.6% in Q3 2026, buying an estimated $26.2K and bringing the position to 6,828 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #559.

Valeo Financial Advisors first reported a position in O in Q4 2017 and has held it in 31 quarters since. The position peaked at $551K in Q4 2023. 47 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Valeo Financial Advisors held 6,828 shares of Realty Income worth $371K as of Q3 2026.
  • Valeo Financial Advisors bought 425 Realty Income shares in Q3 2026, an estimated $26.2K.
  • Realty Income made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #559 holding.
  • Valeo Financial Advisors first reported a position in Realty Income in Q4 2017 and has held it in 31 quarters since.
  • Valeo Financial Advisors's Realty Income position peaked at $551K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.