Aprio 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
$625K Buy
10,095
+837
+9% +$52.2K 0.03% 331
2026
Q1
$566K Buy
9,258
+1,341
+17% +$83.9K 0.03% 316
2025
Q4
$519K Buy
7,917
+1,750
+28% +$101K 0.03% 312
2025
Q3
$375K Buy
+6,167
New +$359K 0.04% 278

Other funds holding O

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

Aprio Wealth Management increased its Realty Income (O) stake by 9% in Q2 2026, buying an estimated $52.2K and bringing the position to 10,095 shares worth $625K. The position accounts for 0.03% of the portfolio, ranked #331.

Aprio Wealth Management first reported a position in O in Q3 2025 and has held it in 4 quarters since. 1,460 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Aprio Wealth Management held 10,095 shares of Realty Income worth $625K as of Q2 2026.
  • Aprio Wealth Management bought 837 Realty Income shares in Q2 2026, an estimated $52.2K.
  • Realty Income made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #331 holding.
  • Aprio Wealth Management first reported a position in Realty Income in Q3 2025 and has held it in 4 quarters since.
  • 1,460 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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