Future Financial Wealth Management’s Realty Income O Stock Holding History

Future Financial 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	$207K	Hold	3,200	–	–	0.13%	119
2026 Q1	$205K	Buy	+3,200	New	+$200K	0.13%	117
2025 Q4	–	Sell	-1,200	Closed	-$72.9K	–	324
2025 Q3	$72.9K	Buy	1,200 +200	+20%	+$11.7K	0.05%	212
2025 Q2	$57.6K	Hold	1,000	–	–	0.04%	223
2025 Q1	$58K	Hold	1,000	–	–	0.04%	218
2024 Q4	$53.4K	Hold	1,000	–	–	0.04%	230
2024 Q3	$63.4K	Buy	+1,000	New	+$59.5K	0.05%	226
2024 Q2	–	Sell	-1,500	Closed	-$81.2K	–	338
2024 Q1	$81.2K	Buy	+1,500	New	+$81.2K	0.06%	199
2022 Q2	–	Sell	-1,200	Closed	-$83K	–	357
2022 Q1	$83K	Hold	1,200	–	–	0.07%	210
2021 Q4	$85K	Buy	+1,200	New	+$82.5K	0.07%	209

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

Future Financial Wealth Management's O Position: Q2 2026 in Review

Future Financial Wealth Management held its Realty Income (O) position steady in Q2 2026 at 3,200 shares worth $207K. The position accounts for 0.13% of the portfolio, ranked #119.

Future Financial Wealth Management first reported a position in O in Q4 2021 and has held it in 10 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Future Financial Wealth Management held 3,200 shares of Realty Income worth $207K as of Q2 2026.
Future Financial Wealth Management left its Realty Income share count unchanged in Q2 2026.
Realty Income made up 0.13% of Future Financial Wealth Management's portfolio in Q2 2026, its #119 holding.
Future Financial Wealth Management first reported a position in Realty Income in Q4 2021 and has held it in 10 quarters since.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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