Abundance Wealth Counselors’s Realty Income O Stock Holding History

Abundance Wealth Counselors’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	$2.85M	Buy	46,027 +23,467	+104%	+$1.46M	0.19%	73
2026 Q1	$1.38M	Sell	22,560 -696	-3%	-$43.6K	0.2%	77
2025 Q4	$1.31M	Buy	23,256 +520	+2%	+$30.1K	0.22%	74
2025 Q3	$1.38M	Buy	22,736 +692	+3%	+$40.3K	0.24%	74
2025 Q2	$1.27M	Buy	22,044 +5,389	+32%	+$305K	0.24%	73
2025 Q1	$966K	Buy	16,655 +1,795	+12%	+$99.4K	0.2%	89
2024 Q4	$794K	Buy	14,860 +1,043	+8%	+$60.7K	0.17%	91
2024 Q3	$876K	Buy	+13,817	New	+$822K	0.18%	94
2024 Q2	–	Sell	-8,533	Closed	-$462K	–	125
2024 Q1	$462K	Buy	8,533 +2,512	+42%	+$136K	0.11%	107
2023 Q4	$346K	Buy	6,021 +719	+14%	+$37.7K	0.09%	114
2023 Q3	$265K	Buy	+5,302	New	+$305K	0.08%	113
2023 Q2	–	Sell	-4,621	Closed	-$293K	–	121
2023 Q1	$293K	Buy	+4,621	New	+$299K	0.07%	123

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 $3.38T AUM 44.17% 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

Abundance Wealth Counselors's O Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Realty Income (O) stake by 104% in Q2 2026, buying an estimated $1.46M and bringing the position to 46,027 shares worth $2.85M. The position accounts for 0.19% of the portfolio, ranked #73.

Abundance Wealth Counselors first reported a position in O in Q1 2023 and has held it in 12 quarters since. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

Abundance Wealth Counselors held 46,027 shares of Realty Income worth $2.85M as of Q2 2026.
Abundance Wealth Counselors bought 23,467 Realty Income shares in Q2 2026, an estimated $1.46M.
Realty Income made up 0.19% of Abundance Wealth Counselors's portfolio in Q2 2026, its #73 holding.
Abundance Wealth Counselors first reported a position in Realty Income in Q1 2023 and has held it in 12 quarters since.
1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.