HWM
O icon

HB Wealth Management’s Realty Income O Stock Holding History

HB 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 		$4.21M Buy
67,959
+40,546
+148% +$2.53M 0.02% 308
2026
Q1 		$1.68M Buy
27,413
+2,638
+11% +$165K 0.01% 479
2025
Q4 		$1.4M Buy
24,775
+244
+1% +$14.1K 0.01% 518
2025
Q3 		$1.49M Buy
24,531
+2,091
+9% +$122K 0.01% 494
2025
Q2 		$1.29M Buy
22,440
+886
+4% +$50.1K 0.01% 469
2025
Q1 		$1.25M Buy
21,554
+5,471
+34% +$303K 0.01% 489
2024
Q4 		$857K Buy
16,083
+5,701
+55% +$332K 0.01% 443
2024
Q3 		$658K Buy
10,382
+1,220
+13% +$72.6K 0.01% 500
2024
Q2 		$484K Buy
9,162
+2,017
+28% +$108K 0.01% 552
2024
Q1 		$387K Sell
7,145
-320
-4% -$17.3K ﹤0.01% 573
2023
Q4 		$429K Sell
7,465
-247
-3% -$13K 0.01% 504
2023
Q3 		$385K Buy
7,712
+2,334
+43% +$134K 0.01% 505
2023
Q2 		$322K Sell
5,378
-910
-14% -$55.5K 0.01% 525
2023
Q1 		$398K Buy
6,288
+480
+8% +$31.1K 0.01% 467
2022
Q4 		$368K Buy
5,808
+1,235
+27% +$76.7K 0.01% 473
2022
Q3 		$266K Buy
4,573
+752
+20% +$51.8K 0.01% 467
2022
Q2 		$261K Buy
3,821
+922
+32% +$63.3K 0.01% 474
2022
Q1 		$201K Buy
+2,899
New +$197K ﹤0.01% 570

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

HB Wealth Management's O Position: Q2 2026 in Review

HB Wealth Management increased its Realty Income (O) stake by 148% in Q2 2026, buying an estimated $2.53M and bringing the position to 67,959 shares worth $4.21M. The position accounts for 0.02% of the portfolio, ranked #308.

HB Wealth Management first reported a position in O in Q1 2022 and has held it in 18 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • HB Wealth Management held 67,959 shares of Realty Income worth $4.21M as of Q2 2026.
  • HB Wealth Management bought 40,546 Realty Income shares in Q2 2026, an estimated $2.53M.
  • Realty Income made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #308 holding.
  • HB Wealth Management first reported a position in Realty Income in Q1 2022 and has held it in 18 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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