Clark Wealth Partners
O icon

Clark Wealth Partners’s Realty Income O Stock Holding History

Clark 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
Q3 		$46.7K Buy
856
+7
+0.8% +$432 0.02% 129
2026
Q2 		$52.6K Buy
849
+293
+53% +$18.3K 0.03% 112
2026
Q1 		$34K Buy
556
+512
+1,164% +$32K 0.02% 130
2025
Q4 		$2.48K Hold
44
– – ﹤0.01% 412
2025
Q3 		$2.48K Sell
44
-12
-21% -$699 ﹤0.01% 412
2025
Q2 		$3.2K Buy
56
+1
+2% +$57 ﹤0.01% 332
2025
Q1 		$3.22K Buy
55
+4
+8% +$221 ﹤0.01% 319
2024
Q4 		$2.74K Buy
+51
New +$2.97K ﹤0.01% 315

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

Clark Wealth Partners's O Position: Q3 2026 in Review

Clark Wealth Partners increased its Realty Income (O) stake by 0.82% in Q3 2026, buying an estimated $432 and bringing the position to 856 shares worth $46.7K. The position accounts for 0.02% of the portfolio, ranked #129.

Clark Wealth Partners first reported a position in O in Q4 2024 and has held it in 8 quarters since. The position peaked at $52.6K in Q2 2026. 1,240 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Clark Wealth Partners held 856 shares of Realty Income worth $46.7K as of Q3 2026.
  • Clark Wealth Partners bought 7 Realty Income shares in Q3 2026, an estimated $432.
  • Realty Income made up 0.02% of Clark Wealth Partners's portfolio in Q3 2026, its #129 holding.
  • Clark Wealth Partners first reported a position in Realty Income in Q4 2024 and has held it in 8 quarters since.
  • Clark Wealth Partners's Realty Income position peaked at $52.6K in Q2 2026.
  • 1,240 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.