Elmwood Wealth Management’s Realty Income O Stock Holding History

Elmwood 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	$228K	Buy	+3,675	New	+$229K	0.06%	182
2021 Q2	–	Sell	-1,250	Closed	-$77K	–	328
2021 Q1	$77K	Buy	+1,250	New	+$74K	0.05%	144
2020 Q3	$101K	Hold	1,750	–	–	0.08%	108
2020 Q2	$101K	Hold	1,750	–	–	0.08%	108
2020 Q1	$87.8K	Buy	+1,750	New	+$122K	0.08%	108
2019 Q4	–	Sell	-1,750	Closed	-$130K	–	193
2019 Q3	$130K	Hold	1,750	–	–	0.13%	89
2019 Q2	$117K	Buy	+1,750	New	+$120K	0.1%	99
2018 Q4	–	Sell	-1,750	Closed	-$96.5K	–	304
2018 Q3	$96.5K	Sell	1,750 -1,751	-50%	-$96.4K	0.08%	114
2018 Q2	$179K	Buy	3,501 +1,751	+100%	+$88.7K	0.16%	93
2018 Q1	$87.8K	Buy	+1,750	New	+$87.2K	0.08%	108

Other funds holding O

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Elmwood Wealth Management opened a new position in Realty Income (O) in Q2 2026: 3,675 shares worth $228K. The stake represents 0.06% of the portfolio and ranks #182 among its holdings. This is a return to the name: Elmwood Wealth Management previously reported a position in O as recently as Q1 2021.

Elmwood Wealth Management first reported a position in O in Q1 2018 and has held it in 10 quarters since. 603 funds tracked by Wall St. Rank hold O as of Q2 2026.

Elmwood Wealth Management held 3,675 shares of Realty Income worth $228K as of Q2 2026.
Realty Income was a new Elmwood Wealth Management position in Q2 2026.
Realty Income made up 0.06% of Elmwood Wealth Management's portfolio in Q2 2026, its #182 holding.
Elmwood Wealth Management first reported a position in Realty Income in Q1 2018 and has held it in 10 quarters since.
603 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.