AWM
O icon

Angeles Wealth Management’s Realty Income O Stock Holding History

Angeles 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Angeles Wealth Management's O Position: Q1 2026 in Review

Angeles Wealth Management increased its Realty Income (O) stake by 6.1% in Q1 2026, buying an estimated $19.3K and bringing the position to 5,335 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #302.

Angeles Wealth Management first reported a position in O in Q4 2025 and has held it in 2 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Angeles Wealth Management held 5,335 shares of Realty Income worth $328K as of Q1 2026.
  • Angeles Wealth Management bought 309 Realty Income shares in Q1 2026, an estimated $19.3K.
  • Realty Income made up 0.02% of Angeles Wealth Management's portfolio in Q1 2026, its #302 holding.
  • Angeles Wealth Management first reported a position in Realty Income in Q4 2025 and has held it in 2 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.