GWMIA
O icon

Global Wealth Management Investment Advisory’s Realty Income O Stock Holding History

Global Wealth Management Investment Advisory’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 		$1.18M Buy
19,088
+637
+3% +$39.7K 0.17% 96
2026
Q1 		$1.13M Buy
18,451
+2,716
+17% +$170K 0.18% 94
2025
Q4 		$887K Sell
15,735
-494
-3% -$28.6K 0.14% 109
2025
Q3 		$987K Buy
16,229
+772
+5% +$45K 0.17% 103
2025
Q2 		$890K Buy
15,457
+2,001
+15% +$113K 0.17% 105
2025
Q1 		$781K Buy
13,456
+2,302
+21% +$127K 0.16% 106
2024
Q4 		$596K Buy
11,154
+1,263
+13% +$73.6K 0.12% 112
2024
Q3 		$627K Buy
9,891
+576
+6% +$34.3K 0.14% 108
2024
Q2 		$492K Buy
9,315
+561
+6% +$30K 0.11% 111
2024
Q1 		$474K Buy
8,754
+144
+2% +$7.8K 0.12% 114
2023
Q4 		$494K Sell
8,610
-423
-5% -$22.2K 0.13% 113
2023
Q3 		$451K Buy
9,033
+1,017
+13% +$58.5K 0.13% 113
2023
Q2 		$479K Buy
8,016
+572
+8% +$34.9K 0.13% 114
2023
Q1 		$471K Buy
7,444
+462
+7% +$29.9K 0.14% 107
2022
Q4 		$443K Buy
6,982
+1,919
+38% +$119K 0.14% 106
2022
Q3 		$295K Buy
5,063
+501
+11% +$34.5K 0.11% 120
2022
Q2 		$311K Buy
4,562
+575
+14% +$39.5K 0.1% 121
2022
Q1 		$276K Buy
3,987
+615
+18% +$41.8K 0.08% 132
2021
Q4 		$241K Buy
3,372
+528
+19% +$36.3K 0.07% 134
2021
Q3 		$179K Buy
2,844
+559
+24% +$37.7K 0.06% 142
2021
Q2 		$148K Buy
2,285
+455
+25% +$29.9K 0.05% 148
2021
Q1 		$113K Sell
1,830
-27,789
-94% -$1.65M 0.04% 150
2020
Q4 		$1.78M Buy
29,619
+975
+3% +$57.6K 0.69% 53
2020
Q3 		$1.69M Sell
28,644
-6,337
-18% -$375K 0.73% 48
2020
Q2 		$2.02M Buy
34,981
+811
+2% +$43.2K 0.86% 39
2020
Q1 		$1.65M Buy
34,170
+5,156
+18% +$359K 0.83% 45
2019
Q4 		$2.07M Buy
29,014
+2,420
+9% +$180K 0.88% 41
2019
Q3 		$1.98M Buy
26,594
+2,256
+9% +$158K 0.9% 40
2019
Q2 		$1.63M Buy
24,338
+8,701
+56% +$594K 0.79% 52
2019
Q1 		$1.11M Buy
15,637
+1,069
+7% +$70.8K 0.58% 60
2018
Q4 		$890K Buy
+14,568
New +$870K 0.52% 64

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Global Wealth Management Investment Advisory's O Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Realty Income (O) stake by 3.5% in Q2 2026, buying an estimated $39.7K and bringing the position to 19,088 shares worth $1.18M. The position accounts for 0.17% of the portfolio, ranked #96.

Global Wealth Management Investment Advisory first reported a position in O in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.07M in Q4 2019. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Global Wealth Management Investment Advisory held 19,088 shares of Realty Income worth $1.18M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 637 Realty Income shares in Q2 2026, an estimated $39.7K.
  • Realty Income made up 0.17% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #96 holding.
  • Global Wealth Management Investment Advisory first reported a position in Realty Income in Q4 2018 and has held it in 31 quarters since.
  • Global Wealth Management Investment Advisory's Realty Income position peaked at $2.07M in Q4 2019.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.