AWM
O icon

Abound Wealth Management’s Realty Income O Stock Holding History

Abound Wealth Management’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 		$12.6K Buy
203
+1
+0.5% +$62 ﹤0.01% 439
2026
Q1 		$12.4K Buy
202
+74
+58% +$4.63K ﹤0.01% 498
2025
Q4 		$7.22K Sell
128
-139
-52% -$8.05K ﹤0.01% 574
2025
Q3 		$16.2K Buy
267
+139
+109% +$8.1K ﹤0.01% 402
2025
Q2 		$7.38K Sell
128
-9
-7% -$509 ﹤0.01% 494
2025
Q1 		$7.96K Sell
137
-5
-4% -$277 ﹤0.01% 446
2024
Q4 		$7.58K Sell
142
-200
-58% -$11.6K ﹤0.01% 444
2024
Q3 		$21.7K Buy
342
+4
+1% +$238 0.01% 275
2024
Q2 		$17.9K Buy
338
+201
+147% +$10.7K 0.01% 273
2024
Q1 		$7.42K Buy
137
+21
+18% +$1.14K ﹤0.01% 436
2023
Q4 		$6.67K Buy
116
+55
+90% +$2.89K ﹤0.01% 448
2023
Q3 		$3.05K Sell
61
-27
-31% -$1.55K ﹤0.01% 556
2023
Q2 		$5.28K Buy
88
+27
+44% +$1.65K ﹤0.01% 465
2023
Q1 		$3.87K Hold
61
– – ﹤0.01% 469
2022
Q4 		$3.88K Buy
61
+34
+126% +$2.11K ﹤0.01% 395
2022
Q3 		$1.58K Buy
+27
New +$1.86K ﹤0.01% 528

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

Abound Wealth Management's O Position: Q2 2026 in Review

Abound Wealth Management increased its Realty Income (O) stake by 0.5% in Q2 2026, buying an estimated $62 and bringing the position to 203 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Abound Wealth Management first reported a position in O in Q3 2022 and has held it in 16 quarters since. The position peaked at $21.7K in Q3 2024. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Abound Wealth Management held 203 shares of Realty Income worth $12.6K as of Q2 2026.
  • Abound Wealth Management bought 1 Realty Income share in Q2 2026, an estimated $62.
  • Realty Income made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #439 holding.
  • Abound Wealth Management first reported a position in Realty Income in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Realty Income position peaked at $21.7K in Q3 2024.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.