1WA
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180 Wealth Advisors’s Realty Income O Stock Holding History

180 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 		$356K Sell
5,752
-454
-7% -$28.3K 0.04% 353
2026
Q1 		$380K Buy
6,206
+336
+6% +$21K 0.04% 318
2025
Q4 		$331K Buy
5,870
+19
+0.3% +$1.1K 0.04% 340
2025
Q3 		$356K Buy
5,851
+375
+7% +$21.8K 0.04% 331
2025
Q2 		$315K Sell
5,476
-150
-3% -$8.48K 0.04% 325
2025
Q1 		$326K Sell
5,626
-219
-4% -$12.1K 0.05% 306
2024
Q4 		$312K Sell
5,845
-75
-1% -$4.37K 0.05% 315
2024
Q3 		$375K Sell
5,920
-424
-7% -$25.2K 0.06% 287
2024
Q2 		$349K Buy
6,344
+99
+2% +$5.29K 0.06% 294
2024
Q1 		$338K Sell
6,245
-328
-5% -$17.8K 0.06% 270
2023
Q4 		$385K Sell
6,573
-132
-2% -$6.93K 0.08% 237
2023
Q3 		$335K Buy
6,705
+252
+4% +$14.5K 0.08% 247
2023
Q2 		$388K Buy
6,453
+92
+1% +$5.62K 0.09% 214
2023
Q1 		$403K Buy
6,361
+94
+1% +$6.09K 0.09% 212
2022
Q4 		$426K Buy
6,267
+441
+8% +$27.4K 0.1% 208
2022
Q3 		$339K Sell
5,826
-14
-0.2% -$965 0.09% 218
2022
Q2 		$410K Buy
5,840
+868
+17% +$59.6K 0.1% 184
2022
Q1 		$369K Sell
4,972
-3,205
-39% -$218K 0.08% 234
2021
Q4 		$555K Buy
8,177
+3,157
+63% +$217K 0.12% 160
2021
Q3 		$339K Buy
5,020
+40
+0.8% +$2.7K 0.07% 264
2021
Q2 		$338K Sell
4,980
-11
-0.2% -$723 0.08% 248
2021
Q1 		$322K Buy
4,991
+540
+12% +$32K 0.08% 236
2020
Q4 		$251K Buy
4,451
+29
+0.7% +$1.71K 0.07% 255
2020
Q3 		$253K Sell
4,422
-28
-0.6% -$1.66K 0.09% 206
2020
Q2 		$253K Buy
+4,450
New +$237K 0.1% 200

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 $3.37T AUM 44.26% 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

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

180 Wealth Advisors reduced its Realty Income (O) stake by 7.3% in Q2 2026, selling an estimated $28.3K and leaving 5,752 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #353.

180 Wealth Advisors first reported a position in O in Q2 2020 and has held it in 25 quarters since. The position peaked at $555K in Q4 2021. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • 180 Wealth Advisors held 5,752 shares of Realty Income worth $356K as of Q2 2026.
  • 180 Wealth Advisors sold 454 Realty Income shares in Q2 2026, an estimated $28.3K.
  • Realty Income made up 0.04% of 180 Wealth Advisors's portfolio in Q2 2026, its #353 holding.
  • 180 Wealth Advisors first reported a position in Realty Income in Q2 2020 and has held it in 25 quarters since.
  • 180 Wealth Advisors's Realty Income position peaked at $555K in Q4 2021.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.