Alpha Omega 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
$5.44M Sell
87,742
-465
-0.5% -$29K 0.83% 37
2026
Q1
$5.4M Buy
88,207
+305
+0.3% +$19.1K 0.88% 34
2025
Q4
$4.96M Buy
87,902
+751
+0.9% +$43.5K 0.82% 35
2025
Q3
$5.3M Buy
87,151
+599
+0.7% +$34.9K 0.88% 30
2025
Q2
$4.99M Sell
86,552
-137
-0.2% -$7.75K 0.89% 32
2025
Q1
$5.03M Sell
86,689
-3,635
-4% -$201K 0.96% 27
2024
Q4
$4.82M Sell
90,324
-1,432
-2% -$83.4K 0.91% 31
2024
Q3
$5.82M Sell
91,756
-2,413
-3% -$144K 1.07% 22
2024
Q2
$4.97M Buy
94,169
+712
+0.8% +$38K 0.95% 26
2024
Q1
$5.06M Buy
+93,457
New +$5.06M 0.94% 29

Other funds holding O

Alpha Omega Wealth Management's O Position: Q2 2026 in Review

Alpha Omega Wealth Management reduced its Realty Income (O) stake by 0.53% in Q2 2026, selling an estimated $29K and leaving 87,742 shares worth $5.44M. The position accounts for 0.83% of the portfolio, ranked #37.

Alpha Omega Wealth Management first reported a position in O in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.82M in Q3 2024. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Alpha Omega Wealth Management held 87,742 shares of Realty Income worth $5.44M as of Q2 2026.
  • Alpha Omega Wealth Management sold 465 Realty Income shares in Q2 2026, an estimated $29K.
  • Realty Income made up 0.83% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Alpha Omega Wealth Management first reported a position in Realty Income in Q1 2024 and has held it in 10 quarters since.
  • Alpha Omega Wealth Management's Realty Income position peaked at $5.82M in Q3 2024.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.