BWA
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BlueChip Wealth Advisors’s Realty Income O Stock Holding History

BlueChip Wealth Advisors’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 		$286K Hold
4,609
– – 0.11% 145
2026
Q1 		$282K Sell
4,609
-835
-15% -$52.3K 0.12% 124
2025
Q4 		$307K Buy
5,444
+835
+18% +$48.3K 0.13% 119
2025
Q3 		$280K Buy
+4,609
New +$269K 0.12% 124
2025
Q2 		– Sell
-5,462
Closed -$317K – 171
2025
Q1 		$317K Buy
5,462
+704
+15% +$39K 0.16% 114
2024
Q4 		$254K Sell
4,758
-350
-7% -$20.4K 0.14% 116
2024
Q3 		$324K Sell
5,108
-100
-2% -$5.95K 0.17% 111
2024
Q2 		$275K Buy
+5,208
New +$278K 0.16% 113

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

BlueChip Wealth Advisors's O Position: Q2 2026 in Review

BlueChip Wealth Advisors held its Realty Income (O) position steady in Q2 2026 at 4,609 shares worth $286K. The position accounts for 0.11% of the portfolio, ranked #145.

BlueChip Wealth Advisors first reported a position in O in Q2 2024 and has held it in 8 quarters since. The position peaked at $324K in Q3 2024. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • BlueChip Wealth Advisors held 4,609 shares of Realty Income worth $286K as of Q2 2026.
  • BlueChip Wealth Advisors left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up 0.11% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #145 holding.
  • BlueChip Wealth Advisors first reported a position in Realty Income in Q2 2024 and has held it in 8 quarters since.
  • BlueChip Wealth Advisors's Realty Income position peaked at $324K in Q3 2024.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.