AW
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Alteri Wealth’s Realty Income O Stock Holding History

Alteri Wealth’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 		$496K Buy
8,013
+659
+9% +$41.1K 0.14% 170
2026
Q1 		$450K Buy
7,354
+6
+0.1% +$376 0.15% 173
2025
Q4 		$414K Sell
7,348
-50
-0.7% -$2.9K 0.13% 181
2025
Q3 		$450K Buy
7,398
+217
+3% +$12.6K 0.15% 156
2025
Q2 		$414K Buy
7,181
+104
+1% +$5.88K 0.16% 157
2025
Q1 		$411K Buy
7,077
+1,883
+36% +$104K 0.18% 146
2024
Q4 		$277K Buy
+5,194
New +$302K 0.08% 193

Other funds holding O

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Alteri Wealth's O Position: Q2 2026 in Review

Alteri Wealth increased its Realty Income (O) stake by 9% in Q2 2026, buying an estimated $41.1K and bringing the position to 8,013 shares worth $496K. The position accounts for 0.14% of the portfolio, ranked #170.

Alteri Wealth first reported a position in O in Q4 2024 and has held it in 7 quarters since. 639 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Alteri Wealth held 8,013 shares of Realty Income worth $496K as of Q2 2026.
  • Alteri Wealth bought 659 Realty Income shares in Q2 2026, an estimated $41.1K.
  • Realty Income made up 0.14% of Alteri Wealth's portfolio in Q2 2026, its #170 holding.
  • Alteri Wealth first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • 639 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.