EW
O icon

Evoke Wealth’s Realty Income O Stock Holding History

Evoke Wealth’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 		– Sell
-4,099
Closed -$252K – 446
2026
Q1 		$252K Buy
+4,099
New +$257K ﹤0.01% 595
2022
Q4 		– Sell
-181
Closed -$11K – 880
2022
Q3 		$11K Buy
181
+69
+62% +$4.76K ﹤0.01% 744
2022
Q2 		$8K Sell
112
-7
-6% -$481 ﹤0.01% 811
2022
Q1 		$8K Sell
119
-208
-64% -$14.1K ﹤0.01% 811
2021
Q4 		$23K Buy
327
+264
+419% +$18.2K ﹤0.01% 664
2021
Q3 		$4K Sell
63
-3
-5% -$203 ﹤0.01% 897
2021
Q2 		$4K Sell
66
-3
-4% -$197 ﹤0.01% 938
2021
Q1 		$4K Buy
69
+1
+1% +$59 ﹤0.01% 896
2020
Q4 		$4K Buy
68
+27
+66% +$1.6K ﹤0.01% 771
2020
Q3 		$2K Hold
41
– – ﹤0.01% 859
2020
Q2 		$2K Sell
41
-486
-92% -$25.9K ﹤0.01% 885
2020
Q1 		$25.6K Sell
527
-897
-63% -$62.5K ﹤0.01% 404
2019
Q4 		$102K Buy
1,424
+630
+79% +$46.9K 0.01% 321
2019
Q3 		$59.2K Buy
+794
New +$55.7K 0.01% 437

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

Evoke Wealth's O Position: Q2 2026 in Review

Evoke Wealth sold out of Realty Income (O) in Q2 2026, closing a stake of 4,099 shares — an estimated $252K sold.

Evoke Wealth first reported a position in O in Q3 2019 and held it in 14 quarters. The position peaked at $252K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Evoke Wealth reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 4,099 Realty Income shares in Q2 2026, an estimated $252K.
  • Evoke Wealth first reported a position in Realty Income in Q3 2019 and held it in 14 quarters.
  • Evoke Wealth's Realty Income position peaked at $252K in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.