GWSA
O icon

Global Wealth Strategies & Associates’s Realty Income O Stock Holding History

Global Wealth Strategies & Associates’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
Q1 		– Sell
-8
Closed -$451 – 587
2025
Q4 		$451 Buy
+8
New +$463 ﹤0.01% 495
2023
Q3 		– Sell
-829
Closed -$49.6K – 361
2023
Q2 		$49.6K Hold
829
– – 0.02% 77
2023
Q1 		$52.5K Hold
829
– – 0.03% 73
2022
Q4 		$52.6K Buy
+829
New +$51.5K 0.03% 74

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Global Wealth Strategies & Associates's O Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of Realty Income (O) in Q1 2026, closing a stake of 8 shares — an estimated $451 sold.

Global Wealth Strategies & Associates first reported a position in O in Q4 2022 and held it in 4 quarters. The position peaked at $52.6K in Q4 2022. 1,441 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Global Wealth Strategies & Associates reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 8 Realty Income shares in Q1 2026, an estimated $451.
  • Global Wealth Strategies & Associates first reported a position in Realty Income in Q4 2022 and held it in 4 quarters.
  • Global Wealth Strategies & Associates's Realty Income position peaked at $52.6K in Q4 2022.
  • 1,441 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.