EWP
O icon

Evergreen Wealth Partners’s Realty Income O Stock Holding History

Evergreen Wealth Partners’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 		$234K Sell
3,770
-274
-7% -$17.1K 0.14% 82
2026
Q1 		$247K Sell
4,044
-89
-2% -$5.57K 0.19% 70
2025
Q4 		$233K Buy
+4,133
New +$239K 0.2% 71

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

Evergreen Wealth Partners's O Position: Q2 2026 in Review

Evergreen Wealth Partners reduced its Realty Income (O) stake by 6.8% in Q2 2026, selling an estimated $17.1K and leaving 3,770 shares worth $234K. The position accounts for 0.14% of the portfolio, ranked #82.

Evergreen Wealth Partners first reported a position in O in Q4 2025 and has held it in 3 quarters since. The position peaked at $247K in Q1 2026. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Evergreen Wealth Partners held 3,770 shares of Realty Income worth $234K as of Q2 2026.
  • Evergreen Wealth Partners sold 274 Realty Income shares in Q2 2026, an estimated $17.1K.
  • Realty Income made up 0.14% of Evergreen Wealth Partners's portfolio in Q2 2026, its #82 holding.
  • Evergreen Wealth Partners first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Partners's Realty Income position peaked at $247K in Q1 2026.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.