DWS
O icon

Discipline Wealth Solutions’s Realty Income O Stock Holding History

Discipline Wealth Solutions’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 		$462K Hold
7,449
– – 0.04% 133
2026
Q1 		$456K Hold
7,449
– – 0.05% 117
2025
Q4 		$420K Sell
7,449
-269
-3% -$15.6K 0.08% 113
2025
Q3 		$469K Buy
+7,718
New +$450K 0.12% 101

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Discipline Wealth Solutions's O Position: Q2 2026 in Review

Discipline Wealth Solutions held its Realty Income (O) position steady in Q2 2026 at 7,449 shares worth $462K. The position accounts for 0.04% of the portfolio, ranked #133.

Discipline Wealth Solutions first reported a position in O in Q3 2025 and has held it in 4 quarters since. The position peaked at $469K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Discipline Wealth Solutions held 7,449 shares of Realty Income worth $462K as of Q2 2026.
  • Discipline Wealth Solutions left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up 0.04% of Discipline Wealth Solutions's portfolio in Q2 2026, its #133 holding.
  • Discipline Wealth Solutions first reported a position in Realty Income in Q3 2025 and has held it in 4 quarters since.
  • Discipline Wealth Solutions's Realty Income position peaked at $469K in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.