IHT Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.45M | Sell |
23,343
-411
| -2% | -$25.6K | 0.03% | 496 |
|
|
2026
Q1 | $1.45M | Sell |
23,754
-233
| -1% | -$14.6K | 0.03% | 463 |
|
|
2025
Q4 | $1.35M | Buy |
23,987
+938
| +4% | +$54.3K | 0.03% | 454 |
|
|
2025
Q3 | $1.4M | Sell |
23,049
-6,582
| -22% | -$383K | 0.04% | 433 |
|
|
2025
Q2 | $1.71M | Sell |
29,631
-1,748
| -6% | -$98.8K | 0.05% | 350 |
|
|
2025
Q1 | $1.82M | Sell |
31,379
-4,504
| -13% | -$249K | 0.06% | 307 |
|
|
2024
Q4 | $1.92M | Buy |
35,883
+3,711
| +12% | +$216K | 0.06% | 285 |
|
|
2024
Q3 | $2.04M | Buy |
32,172
+2,185
| +7% | +$130K | 0.06% | 313 |
|
|
2024
Q2 | $1.58M | Buy |
29,987
+409
| +1% | +$21.8K | 0.06% | 313 |
|
|
2024
Q1 | $1.6M | Buy |
29,578
+8,326
| +39% | +$451K | 0.06% | 308 |
|
|
2023
Q4 | $1.22M | Sell |
21,252
-635
| -3% | -$33.3K | 0.05% | 333 |
|
|
2023
Q3 | $1.09M | Sell |
21,887
-433
| -2% | -$24.9K | 0.06% | 330 |
|
|
2023
Q2 | $1.33M | Buy |
22,320
+497
| +2% | +$30.3K | 0.07% | 268 |
|
|
2023
Q1 | $1.38M | Buy |
21,823
+475
| +2% | +$30.8K | 0.08% | 240 |
|
|
2022
Q4 | $1.35M | Sell |
21,348
-7,134
| -25% | -$443K | 0.09% | 240 |
|
|
2022
Q3 | $1.66M | Buy |
28,482
+3,683
| +15% | +$254K | 0.13% | 188 |
|
|
2022
Q2 | $1.69M | Buy |
24,799
+856
| +4% | +$58.8K | 0.15% | 154 |
|
|
2022
Q1 | $1.66M | Buy |
23,943
+159
| +0.7% | +$10.8K | 0.13% | 174 |
|
|
2021
Q4 | $1.7M | Buy |
23,784
+15,078
| +173% | +$1.04M | 0.13% | 165 |
|
|
2021
Q3 | $547K | Sell |
8,706
-462
| -5% | -$31.2K | 0.04% | 400 |
|
|
2021
Q2 | $593K | Buy |
9,168
+553
| +6% | +$36.3K | 0.04% | 480 |
|
|
2021
Q1 | $530K | Sell |
8,615
-54
| -0.6% | -$3.2K | 0.04% | 443 |
|
|
2020
Q4 | $522K | Buy |
8,669
+37
| +0.4% | +$2.19K | 0.04% | 394 |
|
|
2020
Q3 | $508K | Buy |
8,632
+226
| +3% | +$13.4K | 0.05% | 344 |
|
|
2020
Q2 | $485K | Buy |
8,406
+155
| +2% | +$8.25K | 0.07% | 299 |
|
|
2020
Q1 | $399K | Sell |
8,251
-994
| -11% | -$69.2K | 0.06% | 324 |
|
|
2019
Q4 | $660K | Buy |
9,245
+625
| +7% | +$46.6K | 0.08% | 277 |
|
|
2019
Q3 | $641K | Buy |
8,620
+1,253
| +17% | +$87.9K | 0.09% | 274 |
|
|
2019
Q2 | $492K | Sell |
7,367
-2,107
| -22% | -$144K | 0.07% | 287 |
|
|
2019
Q1 | $675K | Sell |
9,474
-263
| -3% | -$17.4K | 0.11% | 213 |
|
|
2018
Q4 | $595K | Sell |
9,737
-2,311
| -19% | -$138K | 0.11% | 212 |
|
|
2018
Q3 | $664K | Buy |
12,048
+369
| +3% | +$20.3K | 0.14% | 180 |
|
|
2018
Q2 | $609K | Buy |
11,679
+1,889
| +19% | +$95.7K | 0.16% | 173 |
|
|
2018
Q1 | $485K | Buy |
9,790
+1,192
| +14% | +$59.4K | 0.13% | 190 |
|
|
2017
Q4 | $461K | Buy |
8,598
+4,740
| +123% | +$257K | 0.12% | 208 |
|
|
2017
Q3 | $211K | Buy |
3,858
+1,234
| +47% | +$68.5K | 0.09% | 234 |
|
|
2017
Q2 | $0 | Buy |
2,624
+43
| +2% | +$2.38K | ﹤0.01% | 1449 |
|
|
2017
Q1 | $149K | Buy |
2,581
+148
| +6% | +$8.57K | 0.1% | 228 |
|
|
2016
Q4 | $136K | Buy |
+2,433
| New | +$137K | 0.1% | 223 |
|
Other funds holding O
IHT Wealth Management's O Position: Q2 2026 in Review
IHT Wealth Management reduced its Realty Income (O) stake by 1.7% in Q2 2026, selling an estimated $25.6K and leaving 23,343 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #496.
IHT Wealth Management first reported a position in O in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.04M in Q3 2024. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- IHT Wealth Management held 23,343 shares of Realty Income worth $1.45M as of Q2 2026.
- IHT Wealth Management sold 411 Realty Income shares in Q2 2026, an estimated $25.6K.
- Realty Income made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #496 holding.
- IHT Wealth Management first reported a position in Realty Income in Q4 2016 and has held it in 39 quarters since.
- IHT Wealth Management's Realty Income position peaked at $2.04M in Q3 2024.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.