Keyes Stange & Wooten Wealth Management’s Realty Income O Stock Holding History

Keyes Stange & Wooten 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	$637K	Buy	10,282 +135	+1%	+$8.42K	0.25%	40
2026 Q1	$621K	Buy	10,147 +220	+2%	+$13.8K	0.28%	35
2025 Q4	$560K	Sell	9,927 -457	-4%	-$26.5K	0.27%	40
2025 Q3	$631K	Sell	10,384 -44	-0.4%	-$2.56K	0.31%	37
2025 Q2	$601K	Buy	10,428 +109	+1%	+$6.16K	0.31%	37
2025 Q1	$599K	Buy	10,319 +5,031	+95%	+$278K	0.34%	36
2024 Q4	$282K	Buy	+5,288	New	+$308K	0.17%	58

Other funds holding O

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management's O Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management increased its Realty Income (O) stake by 1.3% in Q2 2026, buying an estimated $8.42K and bringing the position to 10,282 shares worth $637K. The position accounts for 0.25% of the portfolio, ranked #40.

Keyes Stange & Wooten Wealth Management first reported a position in O in Q4 2024 and has held it in 7 quarters since. 603 funds tracked by Wall St. Rank hold O as of Q2 2026.

Keyes Stange & Wooten Wealth Management held 10,282 shares of Realty Income worth $637K as of Q2 2026.
Keyes Stange & Wooten Wealth Management bought 135 Realty Income shares in Q2 2026, an estimated $8.42K.
Realty Income made up 0.25% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #40 holding.
Keyes Stange & Wooten Wealth Management first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
603 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.