Kingswood Wealth Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
Other funds holding O
Kingswood Wealth Advisors's O Position: Q2 2026 in Review
Kingswood Wealth Advisors increased its Realty Income (O) stake by 10% in Q2 2026, buying an estimated $75.2K and bringing the position to 13,088 shares worth $811K. The position accounts for 0.03% of the portfolio, ranked #465.
Kingswood Wealth Advisors first reported a position in O in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.39M in Q4 2023. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Kingswood Wealth Advisors held 13,088 shares of Realty Income worth $811K as of Q2 2026.
- Kingswood Wealth Advisors bought 1,207 Realty Income shares in Q2 2026, an estimated $75.2K.
- Realty Income made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #465 holding.
- Kingswood Wealth Advisors first reported a position in Realty Income in Q2 2023 and has held it in 13 quarters since.
- Kingswood Wealth Advisors's Realty Income position peaked at $1.39M in Q4 2023.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.