Angeles 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
$327K Sell
5,259
-76
-1% -$4.74K 0.01% 369
2026
Q1
$328K Buy
5,335
+309
+6% +$19.3K 0.02% 302
2025
Q4
$285K Buy
+5,026
New +$291K 0.02% 304

Other funds holding O

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

Angeles Wealth Management reduced its Realty Income (O) stake by 1.4% in Q2 2026, selling an estimated $4.74K and leaving 5,259 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #369.

Angeles Wealth Management first reported a position in O in Q4 2025 and has held it in 3 quarters since. The position peaked at $328K in Q1 2026. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Angeles Wealth Management held 5,259 shares of Realty Income worth $327K as of Q2 2026.
  • Angeles Wealth Management sold 76 Realty Income shares in Q2 2026, an estimated $4.74K.
  • Realty Income made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #369 holding.
  • Angeles Wealth Management first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • Angeles Wealth Management's Realty Income position peaked at $328K in Q1 2026.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.