Fairway Wealth’s Realty Income O Stock Holding History

Fairway 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	-1,334	Closed	-$81.6K	–	252
2026 Q1	$81.6K	Buy	+1,334	New	+$83.5K	0.02%	106
2025 Q1	–	Sell	-1,000	Closed	-$53.4K	–	272
2024 Q4	$53.4K	Buy	+1,000	New	+$58.2K	0.02%	101

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fairway Wealth's O Position: Q2 2026 in Review

Fairway Wealth sold out of Realty Income (O) in Q2 2026, closing a stake of 1,334 shares — an estimated $81.6K sold.

Fairway Wealth first reported a position in O in Q4 2024 and held it in 2 quarters. The position peaked at $81.6K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

Fairway Wealth reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
Fairway Wealth sold 1,334 Realty Income shares in Q2 2026, an estimated $81.6K.
Fairway Wealth first reported a position in Realty Income in Q4 2024 and held it in 2 quarters.
Fairway Wealth's Realty Income position peaked at $81.6K in Q1 2026.
1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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