BWP
O icon

Balboa Wealth Partners’s Realty Income O Stock Holding History

Balboa Wealth Partners’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 		– Sell
-4,836
Closed -$296K – 496
2026
Q1 		$296K Buy
+4,836
New +$303K 0.05% 312
2025
Q4 		– Sell
-4,317
Closed -$262K – 448
2025
Q3 		$262K Buy
+4,317
New +$251K 0.05% 300
2025
Q2 		– Sell
-3,654
Closed -$212K – 396
2025
Q1 		$212K Buy
+3,654
New +$202K 0.05% 256
2024
Q3 		– Sell
-8,772
Closed -$463K – 364
2024
Q2 		$463K Sell
8,772
-2,037
-19% -$109K 0.12% 139
2024
Q1 		$585K Sell
10,809
-1,401
-11% -$75.9K 0.17% 109
2023
Q4 		$701K Buy
12,210
+4,910
+67% +$258K 0.23% 83
2023
Q3 		$365K Buy
+7,300
New +$420K 0.14% 126

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Balboa Wealth Partners's O Position: Q2 2026 in Review

Balboa Wealth Partners sold out of Realty Income (O) in Q2 2026, closing a stake of 4,836 shares — an estimated $296K sold.

Balboa Wealth Partners first reported a position in O in Q3 2023 and held it in 7 quarters. The position peaked at $701K in Q4 2023. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Balboa Wealth Partners reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 4,836 Realty Income shares in Q2 2026, an estimated $296K.
  • Balboa Wealth Partners first reported a position in Realty Income in Q3 2023 and held it in 7 quarters.
  • Balboa Wealth Partners's Realty Income position peaked at $701K in Q4 2023.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.