FPWM
O icon

FSB Premier Wealth Management’s Realty Income O Stock Holding History

FSB Premier Wealth Management’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 		$269K Sell
4,347
-3,567
-45% -$222K 0.08% 220
2026
Q1 		$484K Sell
7,914
-1,269
-14% -$79.4K 0.15% 140
2025
Q4 		$518K Buy
9,183
+1,146
+14% +$66.3K 0.16% 135
2025
Q3 		$489K Buy
8,037
+967
+14% +$56.3K 0.16% 137
2025
Q2 		$407K Buy
7,070
+77
+1% +$4.35K 0.15% 146
2025
Q1 		$406K Buy
6,993
+87
+1% +$4.82K 0.16% 138
2024
Q4 		$369K Sell
6,906
-1,709
-20% -$99.5K 0.15% 144
2024
Q3 		$546K Buy
8,615
+4,363
+103% +$260K 0.22% 113
2024
Q2 		$225K Buy
4,252
+25
+0.6% +$1.33K 0.1% 169
2024
Q1 		$229K Buy
+4,227
New +$229K 0.11% 166
2022
Q1 		– Sell
-156
Closed -$11K – 383
2021
Q4 		$11K Buy
+156
New +$10.7K ﹤0.01% 402

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

FSB Premier Wealth Management's O Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its Realty Income (O) stake by 45% in Q2 2026, selling an estimated $222K and leaving 4,347 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #220.

FSB Premier Wealth Management first reported a position in O in Q4 2021 and has held it in 11 quarters since. The position peaked at $546K in Q3 2024. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • FSB Premier Wealth Management held 4,347 shares of Realty Income worth $269K as of Q2 2026.
  • FSB Premier Wealth Management sold 3,567 Realty Income shares in Q2 2026, an estimated $222K.
  • Realty Income made up 0.08% of FSB Premier Wealth Management's portfolio in Q2 2026, its #220 holding.
  • FSB Premier Wealth Management first reported a position in Realty Income in Q4 2021 and has held it in 11 quarters since.
  • FSB Premier Wealth Management's Realty Income position peaked at $546K in Q3 2024.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.