HWMG
O icon

Harbour Wealth Management Group’s Realty Income O Stock Holding History

Harbour Wealth Management Group’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 		$571K Buy
9,216
+139
+2% +$8.67K 0.39% 47
2026
Q1 		$555K Buy
9,077
+941
+12% +$58.9K 0.42% 45
2025
Q4 		$459K Buy
+8,136
New +$471K 0.36% 53

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

Harbour Wealth Management Group's O Position: Q2 2026 in Review

Harbour Wealth Management Group increased its Realty Income (O) stake by 1.5% in Q2 2026, buying an estimated $8.67K and bringing the position to 9,216 shares worth $571K. The position accounts for 0.39% of the portfolio, ranked #47.

Harbour Wealth Management Group first reported a position in O in Q4 2025 and has held it in 3 quarters since. 1,455 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Harbour Wealth Management Group held 9,216 shares of Realty Income worth $571K as of Q2 2026.
  • Harbour Wealth Management Group bought 139 Realty Income shares in Q2 2026, an estimated $8.67K.
  • Realty Income made up 0.39% of Harbour Wealth Management Group's portfolio in Q2 2026, its #47 holding.
  • Harbour Wealth Management Group first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Harbour Wealth Management Group's 13F filing for Q2 2026, filed 7 Aug 2026.