Westfuller Advisors’s Realty Income O Stock Holding History

Westfuller 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	$3.3K	Buy	53 +6	+13%	+$374	﹤0.01%	623
2026 Q1	$2.89K	Sell	47 -5	-10%	-$313	﹤0.01%	599
2025 Q4	$2.94K	Buy	52 +2	+4%	+$116	﹤0.01%	621
2025 Q3	$3.04K	Buy	+50	New	+$2.91K	﹤0.01%	589

Other funds holding O

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

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

Westfuller Advisors's O Position: Q2 2026 in Review

Westfuller Advisors increased its Realty Income (O) stake by 13% in Q2 2026, buying an estimated $374 and bringing the position to 53 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Westfuller Advisors first reported a position in O in Q3 2025 and has held it in 4 quarters since. 633 funds tracked by Wall St. Rank hold O as of Q2 2026.

Westfuller Advisors held 53 shares of Realty Income worth $3.3K as of Q2 2026.
Westfuller Advisors bought 6 Realty Income shares in Q2 2026, an estimated $374.
Realty Income made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #623 holding.
Westfuller Advisors first reported a position in Realty Income in Q3 2025 and has held it in 4 quarters since.
633 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.