LWL
O icon

Leo Wealth LLC’s Realty Income O Stock Holding History

Leo Wealth LLC’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
Q1 		$376K Buy
6,153
+65
+1% +$4.07K 0.03% 315
2025
Q4 		$343K Buy
6,088
+73
+1% +$4.23K 0.02% 324
2025
Q3 		$366K Buy
6,015
+106
+2% +$6.17K 0.05% 210
2025
Q2 		$340K Sell
5,909
-6
-0.1% -$339 0.03% 289
2025
Q1 		$343K Buy
5,915
+548
+10% +$30.3K 0.05% 206
2024
Q4 		$287K Buy
5,367
+638
+13% +$37.2K 0.03% 297
2024
Q3 		$300K Sell
4,729
-1,174
-20% -$69.9K 0.03% 281
2024
Q2 		$312K Buy
5,903
+1,267
+27% +$67.7K 0.03% 266
2024
Q1 		$251K Buy
4,636
+285
+7% +$15.4K 0.03% 289
2023
Q4 		$250K Buy
+4,351
New +$228K 0.03% 283

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Leo Wealth LLC's O Position: Q1 2026 in Review

Leo Wealth LLC increased its Realty Income (O) stake by 1.1% in Q1 2026, buying an estimated $4.07K and bringing the position to 6,153 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #315.

Leo Wealth LLC first reported a position in O in Q4 2023 and has held it in 10 quarters since. 1,441 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Leo Wealth LLC held 6,153 shares of Realty Income worth $376K as of Q1 2026.
  • Leo Wealth LLC bought 65 Realty Income shares in Q1 2026, an estimated $4.07K.
  • Realty Income made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #315 holding.
  • Leo Wealth LLC first reported a position in Realty Income in Q4 2023 and has held it in 10 quarters since.
  • 1,441 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.