DWM
O icon

Dogwood Wealth Management’s Realty Income O Stock Holding History

Dogwood 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 		$15.3K Buy
246
+49
+25% +$3.06K 0.01% 301
2026
Q1 		$12.1K Buy
197
+129
+190% +$8.07K 0.01% 306
2025
Q4 		$3.83K Sell
68
-216
-76% -$12.5K ﹤0.01% 470
2025
Q3 		$17.3K Buy
284
+106
+60% +$6.17K 0.01% 203
2025
Q2 		$10.2K Buy
178
+169
+1,878% +$9.56K 0.01% 270
2025
Q1 		$522 Buy
+9
New +$498 ﹤0.01% 458
2024
Q3 		– Hold
0
– – – 366
2024
Q2 		– Hold
0
– – – 403
2024
Q1 		– Hold
0
– – – 435
2023
Q4 		– Hold
0
– – – 368

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

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

Dogwood Wealth Management increased its Realty Income (O) stake by 25% in Q2 2026, buying an estimated $3.06K and bringing the position to 246 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #301.

Dogwood Wealth Management first reported a position in O in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.3K in Q3 2025. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Dogwood Wealth Management held 246 shares of Realty Income worth $15.3K as of Q2 2026.
  • Dogwood Wealth Management bought 49 Realty Income shares in Q2 2026, an estimated $3.06K.
  • Realty Income made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #301 holding.
  • Dogwood Wealth Management first reported a position in Realty Income in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Realty Income position peaked at $17.3K in Q3 2025.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.