GWM
O icon

Gilpin Wealth Management’s Realty Income O Stock Holding History

Gilpin 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
Q3 		$19.1K Buy
351
+67
+24% +$4.13K 0.01% 283
2026
Q2 		$17.6K Hold
284
– – 0.01% 274
2026
Q1 		$17.4K Buy
284
+96
+51% +$6.01K 0.01% 255
2025
Q4 		$10.6K Buy
+188
New +$10.9K 0.01% 280

Other funds holding O

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Gilpin Wealth Management's O Position: Q3 2026 in Review

Gilpin Wealth Management increased its Realty Income (O) stake by 24% in Q3 2026, buying an estimated $4.13K and bringing the position to 351 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #283.

Gilpin Wealth Management first reported a position in O in Q4 2025 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Gilpin Wealth Management held 351 shares of Realty Income worth $19.1K as of Q3 2026.
  • Gilpin Wealth Management bought 67 Realty Income shares in Q3 2026, an estimated $4.13K.
  • Realty Income made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #283 holding.
  • Gilpin Wealth Management first reported a position in Realty Income in Q4 2025 and has held it in 4 quarters since.
  • 62 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.