EWM
O icon

Evolution Wealth Management’s Realty Income O Stock Holding History

Evolution 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 		$31K Hold
500
– – 0.02% 387
2026
Q1 		$30.6K Hold
500
– – 0.02% 354
2025
Q4 		$28.2K Buy
500
+360
+257% +$20.8K 0.02% 312
2025
Q3 		$8.51K Buy
140
+34
+32% +$1.98K 0.01% 387
2025
Q2 		$6.11K Buy
+106
New +$5.99K 0.01% 425

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

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

Evolution Wealth Management held its Realty Income (O) position steady in Q2 2026 at 500 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #387.

Evolution Wealth Management first reported a position in O in Q2 2025 and has held it in 5 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Evolution Wealth Management held 500 shares of Realty Income worth $31K as of Q2 2026.
  • Evolution Wealth Management left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #387 holding.
  • Evolution Wealth Management first reported a position in Realty Income in Q2 2025 and has held it in 5 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.