Aaron Wealth Advisors’s Realty Income O Stock Holding History

Aaron 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	–	Sell	-4,408	Closed	-$270K	–	743
2026 Q1	$270K	Buy	+4,408	New	+$276K	0.02%	596
2022 Q2	–	Sell	-92,030	Closed	-$1.33M	–	633
2022 Q1	$1.33M	Buy	+92,030	New	+$6.26M	0.02%	301

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Aaron Wealth Advisors sold out of Realty Income (O) in Q2 2026, closing a stake of 4,408 shares — an estimated $270K sold.

Aaron Wealth Advisors first reported a position in O in Q1 2022 and held it in 2 quarters. The position peaked at $1.33M in Q1 2022. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

Aaron Wealth Advisors reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
Aaron Wealth Advisors sold 4,408 Realty Income shares in Q2 2026, an estimated $270K.
Aaron Wealth Advisors first reported a position in Realty Income in Q1 2022 and held it in 2 quarters.
Aaron Wealth Advisors's Realty Income position peaked at $1.33M in Q1 2022.
1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.