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 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	$3.21K	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Clark Wealth Partners increased its Realty Income (O) stake by 53% in Q2 2026, buying an estimated $18.3K and bringing the position to 849 shares worth $52.6K. The position accounts for 0.03% of the portfolio, ranked #112.

Clark Wealth Partners first reported a position in O in Q4 2024 and has held it in 7 quarters since. 1,386 funds tracked by Wall St. Rank hold O as of Q2 2026.

Clark Wealth Partners held 849 shares of Realty Income worth $52.6K as of Q2 2026.
Clark Wealth Partners bought 293 Realty Income shares in Q2 2026, an estimated $18.3K.
Realty Income made up 0.03% of Clark Wealth Partners's portfolio in Q2 2026, its #112 holding.
Clark Wealth Partners first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
1,386 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.