Axxcess 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
$665K Buy
+10,736
New +$669K 0.01% 633
2025
Q3
Sell
-3,652
Closed -$210K 951
2025
Q2
$210K Sell
3,652
-99
-3% -$5.6K ﹤0.01% 835
2025
Q1
$218K Sell
3,751
-283
-7% -$15.7K 0.01% 788
2024
Q4
$215K Sell
4,034
-291
-7% -$16.9K 0.01% 795
2024
Q3
$274K Sell
4,325
-41
-0.9% -$2.44K 0.01% 718
2024
Q2
$231K Buy
+4,366
New +$233K 0.01% 740
2023
Q2
Sell
-3,824
Closed -$242K 658
2023
Q1
$242K Buy
3,824
+545
+17% +$35.3K 0.02% 539
2022
Q4
$208K Buy
+3,279
New +$204K 0.02% 555

Other funds holding O

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

Axxcess Wealth Management opened a new position in Realty Income (O) in Q2 2026: 10,736 shares worth $665K. The stake represents 0.01% of the portfolio and ranks #633 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in O as recently as Q2 2025.

Axxcess Wealth Management first reported a position in O in Q4 2022 and has held it in 8 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Axxcess Wealth Management held 10,736 shares of Realty Income worth $665K as of Q2 2026.
  • Realty Income was a new Axxcess Wealth Management position in Q2 2026.
  • Realty Income made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #633 holding.
  • Axxcess Wealth Management first reported a position in Realty Income in Q4 2022 and has held it in 8 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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