Flagship Wealth Advisors’s Realty Income O Stock Holding History

Flagship 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	$42.9K	Hold	693	–	–	0.01%	286
2026 Q1	$39.9K	Hold	693	–	–	0.02%	210
2025 Q4	$39.1K	Hold	693	–	–	0.01%	239
2025 Q3	$42.1K	Hold	693	–	–	0.01%	237
2025 Q2	$39.9K	Buy	693 +543	+362%	+$30.7K	0.02%	226
2025 Q1	$8.7K	Hold	150	–	–	﹤0.01%	304
2024 Q4	$8.01K	Buy	+150	New	+$8.74K	﹤0.01%	300

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

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

Flagship Wealth Advisors held its Realty Income (O) position steady in Q2 2026 at 693 shares worth $42.9K. The position accounts for 0.01% of the portfolio, ranked #286.

Flagship Wealth Advisors first reported a position in O in Q4 2024 and has held it in 7 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Flagship Wealth Advisors held 693 shares of Realty Income worth $42.9K as of Q2 2026.
Flagship Wealth Advisors left its Realty Income share count unchanged in Q2 2026.
Realty Income made up 0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #286 holding.
Flagship Wealth Advisors first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.