LWM
O icon

LightSquare Wealth Management’s Realty Income O Stock Holding History

LightSquare 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 		$278K Sell
4,482
-268
-6% -$16.7K 0.19% 86
2026
Q1 		$291K Buy
+4,750
New +$297K 0.22% 75

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

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

LightSquare Wealth Management reduced its Realty Income (O) stake by 5.6% in Q2 2026, selling an estimated $16.7K and leaving 4,482 shares worth $278K. The position accounts for 0.19% of the portfolio, ranked #86.

LightSquare Wealth Management first reported a position in O in Q1 2026 and has held it in 2 quarters since. The position peaked at $291K in Q1 2026. 1,450 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • LightSquare Wealth Management held 4,482 shares of Realty Income worth $278K as of Q2 2026.
  • LightSquare Wealth Management sold 268 Realty Income shares in Q2 2026, an estimated $16.7K.
  • Realty Income made up 0.19% of LightSquare Wealth Management's portfolio in Q2 2026, its #86 holding.
  • LightSquare Wealth Management first reported a position in Realty Income in Q1 2026 and has held it in 2 quarters since.
  • LightSquare Wealth Management's Realty Income position peaked at $291K in Q1 2026.
  • 1,450 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on LightSquare Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.