Ameliora Wealth Management’s Realty Income O Stock Holding History

Ameliora 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	$11.6K	Hold	188	–	–	﹤0.01%	214
2026 Q1	$11.5K	Hold	188	–	–	﹤0.01%	216
2025 Q4	$10.6K	Hold	188	–	–	﹤0.01%	213
2025 Q3	$11.4K	Hold	188	–	–	﹤0.01%	208
2025 Q2	$10.8K	Hold	188	–	–	﹤0.01%	195
2025 Q1	$10.9K	Hold	188	–	–	﹤0.01%	212
2024 Q4	$10K	Hold	188	–	–	﹤0.01%	210
2024 Q3	$11.9K	Hold	188	–	–	0.01%	133
2024 Q2	$9.93K	Hold	188	–	–	﹤0.01%	157
2024 Q1	$10.2K	Hold	188	–	–	﹤0.01%	174
2023 Q4	$10.8K	Hold	188	–	–	0.01%	158
2023 Q3	$9.39K	Hold	188	–	–	0.01%	187
2023 Q2	$11.2K	Hold	188	–	–	0.01%	167
2023 Q1	$11.9K	Hold	188	–	–	0.01%	180
2022 Q4	$11.9K	Hold	188	–	–	0.01%	200
2022 Q3	$10K	Buy	+188	New	+$13K	0.01%	193

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 $3.37T AUM 44.26% 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

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

Ameliora Wealth Management held its Realty Income (O) position steady in Q2 2026 at 188 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Ameliora Wealth Management first reported a position in O in Q3 2022 and has held it in 16 quarters since. The position peaked at $11.9K in Q4 2022. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

Ameliora Wealth Management held 188 shares of Realty Income worth $11.6K as of Q2 2026.
Ameliora Wealth Management left its Realty Income share count unchanged in Q2 2026.
Realty Income made up ﹤0.01% of Ameliora Wealth Management's portfolio in Q2 2026, its #214 holding.
Ameliora Wealth Management first reported a position in Realty Income in Q3 2022 and has held it in 16 quarters since.
Ameliora Wealth Management's Realty Income position peaked at $11.9K in Q4 2022.
1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.