Valued Wealth Advisors’s Realty Income O Stock Holding History

Valued Wealth 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 Q2	$1.55K	Hold	25	–	–	﹤0.01%	717
2026 Q1	$1.53K	Hold	25	–	–	﹤0.01%	592
2025 Q4	$1.42K	Hold	25	–	–	﹤0.01%	431
2025 Q3	$1.52K	Hold	25	–	–	﹤0.01%	405
2025 Q2	$1.44K	Hold	25	–	–	﹤0.01%	410
2025 Q1	$1.45K	Hold	25	–	–	﹤0.01%	441
2024 Q4	$1.34K	Sell	25 -3	-11%	-$175	﹤0.01%	446
2024 Q3	$1.78K	Buy	28 +25	+833%	+$1.49K	﹤0.01%	387
2024 Q2	$159	Hold	3	–	–	﹤0.01%	573
2024 Q1	$164	Sell	3 -8	-73%	-$433	﹤0.01%	561
2023 Q4	$535	Buy	+11	New	+$577	﹤0.01%	430

Other funds holding O

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Valued Wealth Advisors's O Position: Q2 2026 in Review

Valued Wealth Advisors held its Realty Income (O) position steady in Q2 2026 at 25 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Valued Wealth Advisors first reported a position in O in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.78K in Q3 2024. 419 funds tracked by Wall St. Rank hold O as of Q2 2026.

Valued Wealth Advisors held 25 shares of Realty Income worth $1.55K as of Q2 2026.
Valued Wealth Advisors left its Realty Income share count unchanged in Q2 2026.
Realty Income made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #717 holding.
Valued Wealth Advisors first reported a position in Realty Income in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Realty Income position peaked at $1.78K in Q3 2024.
419 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.