LeConte Wealth Management’s Realty Income O Stock Holding History

LeConte 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	$202K	Buy	+3,255	New	+$203K	0.11%	164

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

LeConte Wealth Management opened a new position in Realty Income (O) in Q2 2026: 3,255 shares worth $202K. The stake represents 0.11% of the portfolio and ranks #164 among its holdings.

1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

LeConte Wealth Management held 3,255 shares of Realty Income worth $202K as of Q2 2026.
Realty Income was a new LeConte Wealth Management position in Q2 2026.
Realty Income made up 0.11% of LeConte Wealth Management's portfolio in Q2 2026, its #164 holding.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.