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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

O holding history

Realty Income Corp in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

O overviewAll 13F holders of OFull Q2 2026 holdings

Shares (Q2 2026)
23,281
Value
$1.44M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of O by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,281$1.44M<0.1%+8,978+62.8%AddedHolders
Q1 202614,303$875.1K<0.1%+4,642+48.0%AddedHolders
Q4 20259,661$544.6K<0.1%+1,702+21.4%AddedHolders
Q3 20257,959$483.8K<0.1%−17,506−68.7%ReducedHolders
Q2 202525,465$1.47M<0.1%+460+1.8%AddedHolders
Q1 202525,005$1.45M<0.1%−966−3.7%ReducedHolders
Q4 202425,971$1.39M<0.1%+16,231+166.6%AddedHolders
Q3 20249,740$617.7K<0.1%+3,906+67.0%AddedHolders
Q2 20245,834$308.2K<0.1%+5,109+704.7%AddedHolders
Q1 2024725$39.9K<0.1%+189+35.3%AddedHolders
Q4 2023536$30.8K<0.1%+186+53.1%AddedHolders
Q3 2023350$17.5K<0.1%−151−30.1%ReducedHolders
Q2 2023501$30.0K<0.1%−53−9.6%ReducedHolders
Q1 2023554$35.1K<0.1%+13+2.4%AddedHolders
Q4 2022541$34.3K<0.1%+221+69.1%AddedHolders
Q3 2022320$19.0K<0.1%+177+123.8%AddedHolders
Q2 2022143$10.0K<0.1%−150−51.2%ReducedHolders
Q1 2022293$20.0K<0.1%+175+148.3%AddedHolders
Q4 2021118$8.00K<0.1%−96−44.9%ReducedHolders
Q3 2021214$14.0K<0.1%+98+84.5%AddedHolders
Q2 2021116$8.00K<0.1%+2+1.8%AddedHolders
Q1 2021114$7.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.