BWP
O icon

BSW Wealth Partners’s Realty Income O Stock Holding History

BSW 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 		$389K Sell
6,282
-16
-0.3% -$997 0.04% 212
2026
Q1 		$385K Buy
6,298
+1,090
+21% +$68.2K 0.05% 206
2025
Q4 		$294K Sell
5,208
-105
-2% -$6.08K 0.04% 248
2025
Q3 		$323K Buy
+5,313
New +$310K 0.04% 240
2024
Q4 		– Sell
-3,399
Closed -$216K – 324
2024
Q3 		$216K Buy
+3,399
New +$202K 0.03% 280

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

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

BSW Wealth Partners reduced its Realty Income (O) stake by 0.25% in Q2 2026, selling an estimated $997 and leaving 6,282 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #212.

BSW Wealth Partners first reported a position in O in Q3 2024 and has held it in 5 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • BSW Wealth Partners held 6,282 shares of Realty Income worth $389K as of Q2 2026.
  • BSW Wealth Partners sold 16 Realty Income shares in Q2 2026, an estimated $997.
  • Realty Income made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #212 holding.
  • BSW Wealth Partners first reported a position in Realty Income in Q3 2024 and has held it in 5 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.