Ankerstar Wealth’s Realty Income O Stock Holding History

Ankerstar 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	$297K	Buy	4,772 +17	+0.4%	+$1.06K	0.25%	47
2026 Q1	$292K	Buy	4,755 +1,077	+29%	+$67.4K	0.31%	47
2025 Q4	$208K	Buy	+3,678	New	+$213K	0.21%	59

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

Ankerstar Wealth's O Position: Q2 2026 in Review

Ankerstar Wealth increased its Realty Income (O) stake by 0.36% in Q2 2026, buying an estimated $1.06K and bringing the position to 4,772 shares worth $297K. The position accounts for 0.25% of the portfolio, ranked #47.

Ankerstar Wealth first reported a position in O in Q4 2025 and has held it in 3 quarters since. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

Ankerstar Wealth held 4,772 shares of Realty Income worth $297K as of Q2 2026.
Ankerstar Wealth bought 17 Realty Income shares in Q2 2026, an estimated $1.06K.
Realty Income made up 0.25% of Ankerstar Wealth's portfolio in Q2 2026, its #47 holding.
Ankerstar Wealth first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.