EPW
O icon

Evolve Private Wealth’s Realty Income O Stock Holding History

Evolve Private 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 		$285K Sell
4,583
-2,935
-39% -$183K 0.02% 754
2026
Q1 		$460K Buy
7,518
+745
+11% +$46.6K 0.02% 616
2025
Q4 		$384K Buy
+6,773
New +$392K 0.02% 636

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

Evolve Private Wealth's O Position: Q2 2026 in Review

Evolve Private Wealth reduced its Realty Income (O) stake by 39% in Q2 2026, selling an estimated $183K and leaving 4,583 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #754.

Evolve Private Wealth first reported a position in O in Q4 2025 and has held it in 3 quarters since. The position peaked at $460K in Q1 2026. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Evolve Private Wealth held 4,583 shares of Realty Income worth $285K as of Q2 2026.
  • Evolve Private Wealth sold 2,935 Realty Income shares in Q2 2026, an estimated $183K.
  • Realty Income made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #754 holding.
  • Evolve Private Wealth first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Realty Income position peaked at $460K in Q1 2026.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.