EWA
O icon

EverSource Wealth Advisors’s Realty Income O Stock Holding History

EverSource Wealth Advisors’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 		$405K Sell
6,528
-2,281
-26% -$142K 0.01% 646
2026
Q1 		$539K Buy
8,809
+1,040
+13% +$65.1K 0.02% 577
2025
Q4 		$438K Sell
7,769
-452
-5% -$26.2K 0.02% 584
2025
Q3 		$500K Sell
8,221
-284
-3% -$16.5K 0.02% 507
2025
Q2 		$490K Buy
8,505
+2,258
+36% +$128K 0.02% 464
2025
Q1 		$362K Buy
6,247
+1,119
+22% +$61.9K 0.02% 463
2024
Q4 		$274K Sell
5,128
-98
-2% -$5.71K 0.02% 535
2024
Q3 		$331K Sell
5,226
-1,015
-16% -$60.4K 0.02% 422
2024
Q2 		$358K Buy
6,241
+1,026
+20% +$54.8K 0.02% 388
2024
Q1 		$279K Buy
5,215
+4,524
+655% +$245K 0.02% 394
2023
Q4 		$39.7K Buy
691
+424
+159% +$22.3K ﹤0.01% 990
2023
Q3 		$13.3K Sell
267
-752
-74% -$43.2K ﹤0.01% 1292
2023
Q2 		$60.9K Sell
1,019
-667
-40% -$40.7K 0.01% 759
2023
Q1 		$107K Buy
1,686
+348
+26% +$22.6K 0.01% 526
2022
Q4 		$84.9K Buy
1,338
+878
+191% +$54.5K 0.01% 564
2022
Q3 		$26K Buy
460
+154
+50% +$10.6K 0.01% 820
2022
Q2 		$20K Sell
306
-437
-59% -$30K 0.01% 829
2022
Q1 		$52K Sell
743
-37
-5% -$2.52K 0.01% 461
2021
Q4 		$56K Buy
+780
New +$53.6K 0.02% 409

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

EverSource Wealth Advisors's O Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Realty Income (O) stake by 26% in Q2 2026, selling an estimated $142K and leaving 6,528 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #646.

EverSource Wealth Advisors first reported a position in O in Q4 2021 and has held it in 19 quarters since. The position peaked at $539K in Q1 2026. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • EverSource Wealth Advisors held 6,528 shares of Realty Income worth $405K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,281 Realty Income shares in Q2 2026, an estimated $142K.
  • Realty Income made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #646 holding.
  • EverSource Wealth Advisors first reported a position in Realty Income in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Realty Income position peaked at $539K in Q1 2026.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.