Jamison Private 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
$2.04M Buy
32,984
+2,022
+7% +$126K 0.21% 92
2026
Q1
$1.89M Buy
30,962
+495
+2% +$31K 0.23% 90
2025
Q4
$1.72M Sell
30,467
-98
-0.3% -$5.67K 0.21% 93
2025
Q3
$1.86M Buy
30,565
+3,965
+15% +$231K 0.24% 89
2025
Q2
$1.53M Sell
26,600
-1,130
-4% -$63.9K 0.22% 89
2025
Q1
$1.61M Buy
27,730
+745
+3% +$41.2K 0.25% 90
2024
Q4
$1.44M Buy
26,985
+3,455
+15% +$201K 0.21% 94
2024
Q3
$1.49M Buy
23,530
+3,651
+18% +$217K 0.23% 90
2024
Q2
$1.05M Buy
19,879
+673
+4% +$35.9K 0.17% 98
2024
Q1
$1.04M Buy
19,206
+260
+1% +$14.1K 0.18% 97
2023
Q4
$1.09M Buy
18,946
+114
+0.6% +$5.98K 0.2% 92
2023
Q3
$940K Buy
+18,832
New +$1.08M 0.19% 96

Other funds holding O

Jamison Private Wealth Management's O Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Realty Income (O) stake by 6.5% in Q2 2026, buying an estimated $126K and bringing the position to 32,984 shares worth $2.04M. The position accounts for 0.21% of the portfolio, ranked #92.

Jamison Private Wealth Management first reported a position in O in Q3 2023 and has held it in 12 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Jamison Private Wealth Management held 32,984 shares of Realty Income worth $2.04M as of Q2 2026.
  • Jamison Private Wealth Management bought 2,022 Realty Income shares in Q2 2026, an estimated $126K.
  • Realty Income made up 0.21% of Jamison Private Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Jamison Private Wealth Management first reported a position in Realty Income in Q3 2023 and has held it in 12 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.