Linscomb Wealth’s Realty Income O Stock Holding History

Linscomb Wealth’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	$3.71M	Buy	59,855 +2,742	+5%	+$171K	0.16%	119
2026 Q1	$3.49M	Sell	57,113 -7,649	-12%	-$479K	0.16%	118
2025 Q4	$3.65M	Buy	64,762 +9,658	+18%	+$559K	0.15%	119
2025 Q3	$3.35M	Buy	+55,104	New	+$3.21M	0.14%	127
2022 Q3	–	Sell	-2,954	Closed	-$202K	–	293
2022 Q2	$202K	Hold	2,954	–	–	0.01%	280
2022 Q1	$205K	Sell	2,954 -140	-5%	-$9.52K	0.01%	334
2021 Q4	$221K	Buy	+3,094	New	+$213K	0.01%	315
2021 Q3	–	Sell	-3,377	Closed	-$218K	–	347
2021 Q2	$218K	Buy	+3,377	New	+$222K	0.01%	310
2020 Q1	–	Sell	-3,560	Closed	-$254K	–	414
2019 Q4	$254K	Hold	3,560	–	–	0.02%	378
2019 Q3	$265K	Sell	3,560 -104	-3%	-$7.29K	0.02%	234
2019 Q2	$245K	Sell	3,664 -60	-2%	-$4.1K	0.02%	243
2019 Q1	$265K	Buy	3,724 +60	+2%	+$3.98K	0.02%	227
2018 Q4	$224K	Hold	3,664	–	–	0.02%	236
2018 Q3	$202K	Buy	+3,664	New	+$202K	0.02%	273
2016 Q4	–	Sell	-3,199	Closed	-$207K	–	266
2016 Q3	$207K	Hold	3,199	–	–	0.02%	238
2016 Q2	$215K	Buy	+3,199	New	+$194K	0.02%	232

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

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

Norges Bank Oslo, Norway $1T AUM

Linscomb Wealth's O Position: Q2 2026 in Review

Linscomb Wealth increased its Realty Income (O) stake by 4.8% in Q2 2026, buying an estimated $171K and bringing the position to 59,855 shares worth $3.71M. The position accounts for 0.16% of the portfolio, ranked #119.

Linscomb Wealth first reported a position in O in Q2 2016 and has held it in 16 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Linscomb Wealth held 59,855 shares of Realty Income worth $3.71M as of Q2 2026.
Linscomb Wealth bought 2,742 Realty Income shares in Q2 2026, an estimated $171K.
Realty Income made up 0.16% of Linscomb Wealth's portfolio in Q2 2026, its #119 holding.
Linscomb Wealth first reported a position in Realty Income in Q2 2016 and has held it in 16 quarters since.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.