JWM
O icon

JPL Wealth Management’s Realty Income O Stock Holding History

JPL 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 		$36.3K Buy
586
+437
+293% +$27.2K 0.01% 316
2026
Q1 		$9.12K Buy
+149
New +$9.33K ﹤0.01% 549
2025
Q4 		– Sell
-112
Closed -$6.81K – 793
2025
Q3 		$6.81K Buy
+112
New +$6.53K ﹤0.01% 605

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

JPL Wealth Management's O Position: Q2 2026 in Review

JPL Wealth Management increased its Realty Income (O) stake by 293% in Q2 2026, buying an estimated $27.2K and bringing the position to 586 shares worth $36.3K. The position accounts for 0.01% of the portfolio, ranked #316.

JPL Wealth Management first reported a position in O in Q3 2025 and has held it in 3 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • JPL Wealth Management held 586 shares of Realty Income worth $36.3K as of Q2 2026.
  • JPL Wealth Management bought 437 Realty Income shares in Q2 2026, an estimated $27.2K.
  • Realty Income made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #316 holding.
  • JPL Wealth Management first reported a position in Realty Income in Q3 2025 and has held it in 3 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.