Focus Partners Wealth
O icon

Focus Partners Wealth’s Realty Income O Stock Holding History

Focus Partners 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 		$10.3M Sell
165,620
-138,610
-46% -$8.64M 0.01% 706
2026
Q1 		$18.6M Buy
304,230
+118,366
+64% +$7.41M 0.02% 513
2025
Q4 		$10.5M Buy
185,864
+116,387
+168% +$6.74M 0.01% 682
2025
Q3 		$4.22M Buy
69,477
+1,965
+3% +$114K 0.01% 799
2025
Q2 		$3.89M Sell
67,512
-1,192
-2% -$67.4K 0.01% 747
2025
Q1 		$3.99M Buy
68,704
+3,895
+6% +$216K 0.01% 693
2024
Q4 		$3.46M Buy
64,809
+5,457
+9% +$318K 0.01% 715
2024
Q3 		$3.76M Sell
59,352
-69,172
-54% -$4.12M 0.01% 629
2024
Q2 		$6.79M Buy
128,524
+62,299
+94% +$3.33M 0.02% 441
2024
Q1 		$3.58M Buy
66,225
+31,477
+91% +$1.7M 0.03% 383
2023
Q4 		$2M Buy
+34,748
New +$1.82M 0.03% 355

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

Focus Partners Wealth's O Position: Q2 2026 in Review

Focus Partners Wealth reduced its Realty Income (O) stake by 46% in Q2 2026, selling an estimated $8.64M and leaving 165,620 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #706.

Focus Partners Wealth first reported a position in O in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.6M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Focus Partners Wealth held 165,620 shares of Realty Income worth $10.3M as of Q2 2026.
  • Focus Partners Wealth sold 138,610 Realty Income shares in Q2 2026, an estimated $8.64M.
  • Realty Income made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #706 holding.
  • Focus Partners Wealth first reported a position in Realty Income in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Realty Income position peaked at $18.6M in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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