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Code Waechter’s Realty Income O Stock Holding History

Code Waechter’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 		$454K Sell
7,320
-1,647
-18% -$103K 0.23% 75
2026
Q1 		$549K Sell
8,967
-323
-3% -$20.2K 0.33% 65
2025
Q4 		$524K Buy
9,290
+274
+3% +$15.9K 0.34% 66
2025
Q3 		$530K Buy
9,016
+196
+2% +$11.4K 0.35% 65
2025
Q2 		$508K Sell
8,820
-6,519
-42% -$369K 0.36% 61
2025
Q1 		$890K Sell
15,339
-5,643
-27% -$312K 0.73% 30
2024
Q4 		$1.12M Buy
20,982
+358
+2% +$20.8K 0.98% 24
2024
Q3 		$1.31M Buy
+20,624
New +$1.23M 1.25% 17

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

Code Waechter's O Position: Q2 2026 in Review

Code Waechter reduced its Realty Income (O) stake by 18% in Q2 2026, selling an estimated $103K and leaving 7,320 shares worth $454K. The position accounts for 0.23% of the portfolio, ranked #75.

Code Waechter first reported a position in O in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q3 2024. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Code Waechter held 7,320 shares of Realty Income worth $454K as of Q2 2026.
  • Code Waechter sold 1,647 Realty Income shares in Q2 2026, an estimated $103K.
  • Realty Income made up 0.23% of Code Waechter's portfolio in Q2 2026, its #75 holding.
  • Code Waechter first reported a position in Realty Income in Q3 2024 and has held it in 8 quarters since.
  • Code Waechter's Realty Income position peaked at $1.31M in Q3 2024.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.