High Point Wealth Management
O icon

High Point Wealth Management’s Realty Income O Stock Holding History

High Point 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
Q3 		$159K Buy
2,926
+7
+0.2% +$432 0.13% 97
2026
Q2 		$181K Buy
2,919
+6
+0.2% +$374 0.15% 91
2026
Q1 		$178K Sell
2,913
-264
-8% -$16.5K 0.17% 90
2025
Q4 		$179K Buy
+3,177
New +$184K 0.17% 93

Other funds holding O

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

High Point Wealth Management's O Position: Q3 2026 in Review

High Point Wealth Management increased its Realty Income (O) stake by 0.24% in Q3 2026, buying an estimated $432 and bringing the position to 2,926 shares worth $159K. The position accounts for 0.13% of the portfolio, ranked #97.

High Point Wealth Management first reported a position in O in Q4 2025 and has held it in 4 quarters since. The position peaked at $181K in Q2 2026. 917 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • High Point Wealth Management held 2,926 shares of Realty Income worth $159K as of Q3 2026.
  • High Point Wealth Management bought 7 Realty Income shares in Q3 2026, an estimated $432.
  • Realty Income made up 0.13% of High Point Wealth Management's portfolio in Q3 2026, its #97 holding.
  • High Point Wealth Management first reported a position in Realty Income in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Realty Income position peaked at $181K in Q2 2026.
  • 917 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.