FDW
O icon

Fourth Dimension Wealth’s Realty Income O Stock Holding History

Fourth Dimension 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 		$47.5K Hold
766
– – 0.02% 274
2026
Q1 		$46.9K Hold
766
– – 0.02% 238
2025
Q4 		$43.2K Buy
766
+125
+20% +$7.24K 0.02% 250
2025
Q3 		$39K Hold
641
– – 0.01% 256
2025
Q2 		$36.9K Hold
641
– – 0.02% 261
2025
Q1 		$37.2K Hold
641
– – 0.02% 251
2024
Q4 		$34.2K Buy
+641
New +$37.3K 0.02% 267

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

Fourth Dimension Wealth's O Position: Q2 2026 in Review

Fourth Dimension Wealth held its Realty Income (O) position steady in Q2 2026 at 766 shares worth $47.5K. The position accounts for 0.02% of the portfolio, ranked #274.

Fourth Dimension Wealth 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.

  • Fourth Dimension Wealth held 766 shares of Realty Income worth $47.5K as of Q2 2026.
  • Fourth Dimension Wealth left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up 0.02% of Fourth Dimension Wealth's portfolio in Q2 2026, its #274 holding.
  • Fourth Dimension Wealth 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 Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.