HWP
O icon

Highline Wealth Partners’s Realty Income O Stock Holding History

Highline Wealth Partners’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 		$24.9K Buy
403
+127
+46% +$7.92K 0.01% 356
2026
Q1 		$16.9K Buy
276
+1
+0.4% +$63 ﹤0.01% 331
2025
Q4 		$15.5K Sell
275
-7
-2% -$405 ﹤0.01% 306
2025
Q3 		$17.1K Buy
282
+22
+8% +$1.28K ﹤0.01% 303
2025
Q2 		$15K Buy
260
+23
+10% +$1.3K ﹤0.01% 273
2025
Q1 		$13.8K Buy
237
+29
+14% +$1.6K ﹤0.01% 252
2024
Q4 		$11.1K Buy
208
+9
+5% +$524 ﹤0.01% 235
2024
Q3 		$12.6K Buy
199
+23
+13% +$1.37K ﹤0.01% 226
2024
Q2 		$9.32K Buy
176
+60
+52% +$3.2K ﹤0.01% 233
2024
Q1 		$6.25K Buy
116
+1
+0.9% +$54 ﹤0.01% 254
2023
Q4 		$6.6K Buy
+115
New +$6.04K ﹤0.01% 232

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

Highline Wealth Partners's O Position: Q2 2026 in Review

Highline Wealth Partners increased its Realty Income (O) stake by 46% in Q2 2026, buying an estimated $7.92K and bringing the position to 403 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #356.

Highline Wealth Partners first reported a position in O in Q4 2023 and has held it in 11 quarters since. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Highline Wealth Partners held 403 shares of Realty Income worth $24.9K as of Q2 2026.
  • Highline Wealth Partners bought 127 Realty Income shares in Q2 2026, an estimated $7.92K.
  • Realty Income made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #356 holding.
  • Highline Wealth Partners first reported a position in Realty Income in Q4 2023 and has held it in 11 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.