DWM
O icon

Diversify Wealth Management’s Realty Income O Stock Holding History

Diversify Wealth Management’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
Q1 		$5.09M Buy
80,406
+28,085
+54% +$1.76M 0.09% 205
2025
Q4 		$3.1M Buy
52,321
+12,393
+31% +$718K 0.14% 173
2025
Q3 		$2.32M Buy
+39,928
New +$2.33M 0.13% 165

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Diversify Wealth Management's O Position: Q1 2026 in Review

Diversify Wealth Management increased its Realty Income (O) stake by 54% in Q1 2026, buying an estimated $1.76M and bringing the position to 80,406 shares worth $5.09M. The position accounts for 0.09% of the portfolio, ranked #205.

Diversify Wealth Management first reported a position in O in Q3 2025 and has held it in 3 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Diversify Wealth Management held 80,406 shares of Realty Income worth $5.09M as of Q1 2026.
  • Diversify Wealth Management bought 28,085 Realty Income shares in Q1 2026, an estimated $1.76M.
  • Realty Income made up 0.09% of Diversify Wealth Management's portfolio in Q1 2026, its #205 holding.
  • Diversify Wealth Management first reported a position in Realty Income in Q3 2025 and has held it in 3 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.