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
Q2 		$5.58M Buy
85,209
+4,803
+6% +$299K 0.09% 206
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 $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 $3.38T AUM 44.17% 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

Diversify Wealth Management's O Position: Q2 2026 in Review

Diversify Wealth Management increased its Realty Income (O) stake by 6% in Q2 2026, buying an estimated $299K and bringing the position to 85,209 shares worth $5.58M. The position accounts for 0.09% of the portfolio, ranked #206.

Diversify Wealth Management first reported a position in O in Q3 2025 and has held it in 4 quarters since. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Diversify Wealth Management held 85,209 shares of Realty Income worth $5.58M as of Q2 2026.
  • Diversify Wealth Management bought 4,803 Realty Income shares in Q2 2026, an estimated $299K.
  • Realty Income made up 0.09% of Diversify Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Diversify Wealth Management first reported a position in Realty Income in Q3 2025 and has held it in 4 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.