AE Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.34M | Buy |
21,611
+2,773
| +15% | +$173K | 0.01% | 804 |
|
|
2026
Q1 | $1.15M | Sell |
18,838
-2,670
| -12% | -$167K | 0.01% | 802 |
|
|
2025
Q4 | $1.21M | Buy |
21,508
+1,179
| +6% | +$68.3K | 0.01% | 743 |
|
|
2025
Q3 | $1.24M | Buy |
20,329
+2,682
| +15% | +$156K | 0.01% | 701 |
|
|
2025
Q2 | $1.02M | Buy |
17,647
+3,069
| +21% | +$174K | 0.01% | 717 |
|
|
2025
Q1 | $846K | Buy |
14,578
+1,888
| +15% | +$105K | 0.01% | 752 |
|
|
2024
Q4 | $678K | Buy |
12,690
+2,178
| +21% | +$127K | 0.01% | 811 |
|
|
2024
Q3 | $667K | Sell |
10,512
-765
| -7% | -$45.5K | 0.01% | 806 |
|
|
2024
Q2 | $596K | Buy |
11,277
+2,599
| +30% | +$139K | 0.01% | 838 |
|
|
2024
Q1 | $469K | Sell |
8,678
-70,086
| -89% | -$3.8M | 0.01% | 840 |
|
|
2023
Q4 | $4.33M | Sell |
78,764
-4,214
| -5% | -$221K | 0.02% | 646 |
|
|
2023
Q3 | $4.14M | Buy |
82,978
+23,268
| +39% | +$1.34M | 0.02% | 599 |
|
|
2023
Q2 | $3.57M | Sell |
59,710
-6,495
| -10% | -$396K | 0.02% | 644 |
|
|
2023
Q1 | $4.19M | Buy |
66,205
+1,826
| +3% | +$118K | 0.03% | 551 |
|
|
2022
Q4 | $4.08M | Buy |
64,379
+4,963
| +8% | +$308K | 0.03% | 527 |
|
|
2022
Q3 | $3.46M | Sell |
59,416
-1,167
| -2% | -$80.5K | 0.03% | 525 |
|
|
2022
Q2 | $4.13M | Buy |
60,583
+1,609
| +3% | +$111K | 0.03% | 443 |
|
|
2022
Q1 | $4.09M | Buy |
58,974
+5,413
| +10% | +$368K | 0.03% | 501 |
|
|
2021
Q4 | $3.83M | Buy |
53,561
+16,525
| +45% | +$1.14M | 0.03% | 496 |
|
|
2021
Q3 | $2.33M | Buy |
37,036
+8,705
| +31% | +$588K | 0.02% | 597 |
|
|
2021
Q2 | $1.83M | Buy |
28,331
+13,550
| +92% | +$890K | 0.02% | 665 |
|
|
2021
Q1 | $909K | Sell |
14,781
-27,030
| -65% | -$1.6M | 0.01% | 806 |
|
|
2020
Q4 | $2.52M | Buy |
41,811
+2,892
| +7% | +$171K | 0.03% | 435 |
|
|
2020
Q3 | $2.29M | Sell |
38,919
-6,361
| -14% | -$376K | 0.03% | 390 |
|
|
2020
Q2 | $2.61M | Buy |
45,280
+10,018
| +28% | +$533K | 0.04% | 338 |
|
|
2020
Q1 | $1.7M | Sell |
35,262
-10,544
| -23% | -$734K | 0.04% | 340 |
|
|
2019
Q4 | $3.27M | Buy |
45,806
+8,080
| +21% | +$602K | 0.07% | 246 |
|
|
2019
Q3 | $2.8M | Sell |
37,726
-733
| -2% | -$51.4K | 0.08% | 212 |
|
|
2019
Q2 | $2.57M | Buy |
38,459
+23,275
| +153% | +$1.59M | 0.08% | 195 |
|
|
2019
Q1 | $1.08M | Buy |
15,184
+5,506
| +57% | +$365K | 0.08% | 204 |
|
|
2018
Q4 | $591K | Sell |
9,678
-12,076
| -56% | -$721K | 0.1% | 219 |
|
|
2018
Q3 | $1.2M | Buy |
21,754
+10,806
| +99% | +$595K | 0.07% | 192 |
|
|
2018
Q2 | $571K | Buy |
10,948
+3,327
| +44% | +$169K | 0.04% | 241 |
|
|
2018
Q1 | $382K | Buy |
7,621
+1,208
| +19% | +$60.2K | 0.03% | 287 |
|
|
2017
Q4 | $354K | Sell |
6,413
-75
| -1% | -$4.07K | 0.03% | 282 |
|
|
2017
Q3 | $360K | Sell |
6,488
-1,105
| -15% | -$61.4K | 0.03% | 278 |
|
|
2017
Q2 | $406K | Buy |
7,593
+265
| +4% | +$14.7K | 0.05% | 257 |
|
|
2017
Q1 | $423K | Buy |
7,328
+2,967
| +68% | +$172K | 0.08% | 188 |
|
|
2016
Q4 | $243K | Buy |
+4,361
| New | +$245K | 0.1% | 168 |
|
Other funds holding O
AE Wealth Management's O Position: Q2 2026 in Review
AE Wealth Management increased its Realty Income (O) stake by 15% in Q2 2026, buying an estimated $173K and bringing the position to 21,611 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #804.
AE Wealth Management first reported a position in O in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.33M in Q4 2023. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- AE Wealth Management held 21,611 shares of Realty Income worth $1.34M as of Q2 2026.
- AE Wealth Management bought 2,773 Realty Income shares in Q2 2026, an estimated $173K.
- Realty Income made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #804 holding.
- AE Wealth Management first reported a position in Realty Income in Q4 2016 and has held it in 39 quarters since.
- AE Wealth Management's Realty Income position peaked at $4.33M in Q4 2023.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.