Valeo 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 | $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
Valeo Financial Advisors's O Position: Q2 2026 in Review
Valeo Financial Advisors increased its Realty Income (O) stake by 18% in Q2 2026, buying an estimated $61.5K and bringing the position to 6,403 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #525.
Valeo Financial Advisors first reported a position in O in Q4 2017 and has held it in 30 quarters since. The position peaked at $551K in Q4 2023. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Valeo Financial Advisors held 6,403 shares of Realty Income worth $397K as of Q2 2026.
- Valeo Financial Advisors bought 986 Realty Income shares in Q2 2026, an estimated $61.5K.
- Realty Income made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #525 holding.
- Valeo Financial Advisors first reported a position in Realty Income in Q4 2017 and has held it in 30 quarters since.
- Valeo Financial Advisors's Realty Income position peaked at $551K in Q4 2023.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.