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 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

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

High Point Wealth Management's O Position: Q2 2026 in Review

High Point Wealth Management increased its Realty Income (O) stake by 0.21% in Q2 2026, buying an estimated $374 and bringing the position to 2,919 shares worth $181K. The position accounts for 0.15% of the portfolio, ranked #91.

High Point Wealth Management first reported a position in O in Q4 2025 and has held it in 3 quarters since. 881 funds tracked by Wall St. Rank hold O as of Q2 2026.

High Point Wealth Management held 2,919 shares of Realty Income worth $181K as of Q2 2026.
High Point Wealth Management bought 6 Realty Income shares in Q2 2026, an estimated $374.
Realty Income made up 0.15% of High Point Wealth Management's portfolio in Q2 2026, its #91 holding.
High Point Wealth Management first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
881 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.