Granite Bay Wealth Management’s Realty Income O Stock Holding History

Granite Bay 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	$562K	Buy	+9,086	New	+$566K	0.05%	110

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Granite Bay Wealth Management's O Position: Q2 2026 in Review

Granite Bay Wealth Management opened a new position in Realty Income (O) in Q2 2026: 9,086 shares worth $562K. The stake represents 0.05% of the portfolio and ranks #110 among its holdings.

1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Granite Bay Wealth Management held 9,086 shares of Realty Income worth $562K as of Q2 2026.
Realty Income was a new Granite Bay Wealth Management position in Q2 2026.
Realty Income made up 0.05% of Granite Bay Wealth Management's portfolio in Q2 2026, its #110 holding.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.