GSWM
O icon

Golden State Wealth Management’s Realty Income O Stock Holding History

Golden State 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 		$264K Sell
4,264
-3,492
-45% -$218K 0.02% 374
2026
Q1 		$475K Buy
7,756
+76
+1% +$4.76K 0.05% 254
2025
Q4 		$433K Buy
7,680
+906
+13% +$52.5K 0.05% 278
2025
Q3 		$412K Sell
6,774
-160
-2% -$9.32K 0.05% 274
2025
Q2 		$399K Sell
6,934
-120
-2% -$6.79K 0.05% 275
2025
Q1 		$409K Sell
7,054
-443
-6% -$24.5K 0.06% 236
2024
Q4 		$400K Buy
+7,497
New +$437K 0.06% 224
2022
Q1 		$291K Sell
4,199
-436
-9% -$29.6K 0.06% 239
2021
Q4 		$332K Buy
4,635
+175
+4% +$12K 0.06% 276
2021
Q3 		$280K Sell
4,460
-857
-16% -$57.9K 0.06% 245
2021
Q2 		$344K Buy
5,317
+416
+8% +$27.3K 0.08% 205
2021
Q1 		$301K Sell
4,901
-592
-11% -$35.1K 0.1% 149
2020
Q4 		$331K Buy
5,493
+433
+9% +$25.6K 0.1% 164
2020
Q3 		$298K Sell
5,060
-1,038
-17% -$61.4K 0.1% 143
2020
Q2 		$352K Buy
6,098
+336
+6% +$17.9K 0.11% 119
2020
Q1 		$278K Buy
+5,762
New +$401K 0.12% 121
2019
Q4 		– Sell
-3,787
Closed -$281K – 650
2019
Q3 		$281K Buy
3,787
+1,230
+48% +$86.3K 0.09% 165
2019
Q2 		$170K Sell
2,557
-236
-8% -$16.1K 0.05% 244
2019
Q1 		$199K Buy
+2,793
New +$185K 0.07% 226

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

Golden State Wealth Management's O Position: Q2 2026 in Review

Golden State Wealth Management reduced its Realty Income (O) stake by 45% in Q2 2026, selling an estimated $218K and leaving 4,264 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #374.

Golden State Wealth Management first reported a position in O in Q1 2019 and has held it in 19 quarters since. The position peaked at $475K in Q1 2026. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Golden State Wealth Management held 4,264 shares of Realty Income worth $264K as of Q2 2026.
  • Golden State Wealth Management sold 3,492 Realty Income shares in Q2 2026, an estimated $218K.
  • Realty Income made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #374 holding.
  • Golden State Wealth Management first reported a position in Realty Income in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Realty Income position peaked at $475K in Q1 2026.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.