KWS
O icon

Keystone Wealth Services’s Realty Income O Stock Holding History

Keystone Wealth Services’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 		$270K Sell
4,354
-105
-2% -$6.55K 0.05% 266
2026
Q1 		$273K Sell
4,459
-1,874
-30% -$117K 0.06% 255
2025
Q4 		$357K Buy
6,333
+134
+2% +$7.76K 0.08% 189
2025
Q3 		$377K Buy
6,199
+2,282
+58% +$133K 0.08% 217
2025
Q2 		$226K Sell
3,917
-8
-0.2% -$452 0.05% 257
2025
Q1 		$228K Buy
3,925
+2
+0.1% +$111 0.06% 240
2024
Q4 		$210K Sell
3,923
-45
-1% -$2.62K 0.06% 246
2024
Q3 		$252K Sell
3,968
-88
-2% -$5.24K 0.07% 220
2024
Q2 		$214K Buy
4,056
+43
+1% +$2.3K 0.07% 220
2024
Q1 		$217K Buy
4,013
+120
+3% +$6.5K 0.07% 206
2023
Q4 		$224K Buy
+3,893
New +$204K 0.08% 199
2023
Q2 		– Sell
-3,561
Closed -$225K – 209
2023
Q1 		$225K Buy
+3,561
New +$231K 0.09% 176
2022
Q3 		– Sell
-2,982
Closed -$204K – 171
2022
Q2 		$204K Buy
2,982
+70
+2% +$4.81K 0.09% 162
2022
Q1 		$202K Buy
2,912
+115
+4% +$7.82K 0.08% 172
2021
Q4 		$200K Buy
+2,797
New +$192K 0.08% 167

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

Keystone Wealth Services's O Position: Q2 2026 in Review

Keystone Wealth Services reduced its Realty Income (O) stake by 2.4% in Q2 2026, selling an estimated $6.55K and leaving 4,354 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #266.

Keystone Wealth Services first reported a position in O in Q4 2021 and has held it in 15 quarters since. The position peaked at $377K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Keystone Wealth Services held 4,354 shares of Realty Income worth $270K as of Q2 2026.
  • Keystone Wealth Services sold 105 Realty Income shares in Q2 2026, an estimated $6.55K.
  • Realty Income made up 0.05% of Keystone Wealth Services's portfolio in Q2 2026, its #266 holding.
  • Keystone Wealth Services first reported a position in Realty Income in Q4 2021 and has held it in 15 quarters since.
  • Keystone Wealth Services's Realty Income position peaked at $377K in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.