Envestnet Portfolio Solutions
O icon

Envestnet Portfolio Solutions’s Realty Income O Stock Holding History

Envestnet Portfolio 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 		$1.04M Sell
16,850
-2,808
-14% -$175K 0.01% 695
2026
Q1 		$1.2M Sell
19,658
-37,196
-65% -$2.33M 0.01% 581
2025
Q4 		$3.2M Buy
56,854
+2,455
+5% +$142K 0.01% 451
2025
Q3 		$3.31M Sell
54,399
-2,931
-5% -$171K 0.01% 426
2025
Q2 		$3.3M Buy
57,330
+2,160
+4% +$122K 0.01% 447
2025
Q1 		$3.2M Sell
55,170
-10,231
-16% -$566K 0.01% 473
2024
Q4 		$3.49M Sell
65,401
-2,500
-4% -$146K 0.01% 492
2024
Q3 		$4.31M Sell
67,901
-1,518
-2% -$90.3K 0.01% 425
2024
Q2 		$3.67M Buy
69,419
+11,539
+20% +$616K 0.01% 455
2024
Q1 		$3.13M Buy
57,880
+14,644
+34% +$793K 0.01% 509
2023
Q4 		$2.48M Buy
43,236
+1,105
+3% +$58K 0.01% 529
2023
Q3 		$2.1M Buy
+42,131
New +$2.42M 0.01% 533

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

Envestnet Portfolio Solutions's O Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Realty Income (O) stake by 14% in Q2 2026, selling an estimated $175K and leaving 16,850 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #695.

Envestnet Portfolio Solutions first reported a position in O in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.31M in Q3 2024. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Envestnet Portfolio Solutions held 16,850 shares of Realty Income worth $1.04M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 2,808 Realty Income shares in Q2 2026, an estimated $175K.
  • Realty Income made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #695 holding.
  • Envestnet Portfolio Solutions first reported a position in Realty Income in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Realty Income position peaked at $4.31M in Q3 2024.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.