1NWS
O icon

1 North Wealth Services’s Realty Income O Stock Holding History

1 North Wealth Services’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 		$7.75K Buy
+125
New +$7.79K ﹤0.01% 201
2019
Q4 		$2K Hold
31
– – ﹤0.01% 326
2019
Q3 		$2K Buy
+31
New +$2.17K ﹤0.01% 292
2019
Q1 		$2K Buy
+31
New +$2.05K ﹤0.01% 272

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

1 North Wealth Services's O Position: Q2 2026 in Review

1 North Wealth Services opened a new position in Realty Income (O) in Q2 2026: 125 shares worth $7.75K. The stake represents ﹤0.01% of the portfolio and ranks #201 among its holdings. This is a return to the name: 1 North Wealth Services previously reported a position in O as recently as Q4 2019.

1 North Wealth Services first reported a position in O in Q1 2019 and has held it in 4 quarters since. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • 1 North Wealth Services held 125 shares of Realty Income worth $7.75K as of Q2 2026.
  • Realty Income was a new 1 North Wealth Services position in Q2 2026.
  • Realty Income made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #201 holding.
  • 1 North Wealth Services first reported a position in Realty Income in Q1 2019 and has held it in 4 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.