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GeoWealth Management’s Realty Income O Stock Holding History

GeoWealth 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 		$1.94M Sell
31,257
-2,159
-6% -$135K 0.06% 179
2026
Q1 		$2.04M Buy
33,416
+311
+0.9% +$19.5K 0.07% 158
2025
Q4 		$1.87M Sell
33,105
-4,484
-12% -$260K 0.07% 163
2025
Q3 		$2.29M Buy
37,589
+623
+2% +$36.3K 0.08% 151
2025
Q2 		$2.13M Buy
36,966
+7,088
+24% +$401K 0.08% 150
2025
Q1 		$1.73M Buy
29,878
+589
+2% +$32.6K 0.07% 168
2024
Q4 		$1.56M Buy
29,289
+2,367
+9% +$138K 0.05% 210
2024
Q3 		$1.71M Sell
26,922
-1,789
-6% -$106K 0.06% 205
2024
Q2 		$1.52M Buy
28,711
+5,524
+24% +$295K 0.07% 196
2024
Q1 		$1.25M Buy
23,187
+16,197
+232% +$877K 0.05% 250
2023
Q4 		$401K Buy
+6,990
New +$367K 0.03% 368

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

GeoWealth Management's O Position: Q2 2026 in Review

GeoWealth Management reduced its Realty Income (O) stake by 6.5% in Q2 2026, selling an estimated $135K and leaving 31,257 shares worth $1.94M. The position accounts for 0.06% of the portfolio, ranked #179.

GeoWealth Management first reported a position in O in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.29M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • GeoWealth Management held 31,257 shares of Realty Income worth $1.94M as of Q2 2026.
  • GeoWealth Management sold 2,159 Realty Income shares in Q2 2026, an estimated $135K.
  • Realty Income made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #179 holding.
  • GeoWealth Management first reported a position in Realty Income in Q4 2023 and has held it in 11 quarters since.
  • GeoWealth Management's Realty Income position peaked at $2.29M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.