Balance Wealth
O icon

Balance Wealth’s Realty Income O Stock Holding History

Balance 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
Q3 		$1.41K Buy
+26
New +$1.6K ﹤0.01% 803

Other funds holding O

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Balance Wealth's O Position: Q3 2026 in Review

Balance Wealth opened a new position in Realty Income (O) in Q3 2026: 26 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #803 among its holdings.

1,239 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Balance Wealth held 26 shares of Realty Income worth $1.41K as of Q3 2026.
  • Realty Income was a new Balance Wealth position in Q3 2026.
  • Realty Income made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #803 holding.
  • 1,239 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.