LWP
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LMG Wealth Partners’s Realty Income O Stock Holding History

LMG Wealth Partners’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 		$5.28M Buy
85,162
+5,403
+7% +$337K 0.84% 41
2026
Q1 		$4.88M Buy
79,759
+3,449
+5% +$216K 0.89% 40
2025
Q4 		$4.3M Sell
76,310
-3,727
-5% -$216K 0.8% 45
2025
Q3 		$4.87M Buy
80,037
+1,248
+2% +$72.7K 0.9% 40
2025
Q2 		$4.54M Buy
78,789
+3,478
+5% +$197K 0.93% 35
2025
Q1 		$4.37M Buy
75,311
+1,066
+1% +$59K 0.97% 38
2024
Q4 		$3.97M Buy
+74,245
New +$4.32M 0.86% 40

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LMG Wealth Partners's O Position: Q2 2026 in Review

LMG Wealth Partners increased its Realty Income (O) stake by 6.8% in Q2 2026, buying an estimated $337K and bringing the position to 85,162 shares worth $5.28M. The position accounts for 0.84% of the portfolio, ranked #41.

LMG Wealth Partners first reported a position in O in Q4 2024 and has held it in 7 quarters since. 1,240 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • LMG Wealth Partners held 85,162 shares of Realty Income worth $5.28M as of Q2 2026.
  • LMG Wealth Partners bought 5,403 Realty Income shares in Q2 2026, an estimated $337K.
  • Realty Income made up 0.84% of LMG Wealth Partners's portfolio in Q2 2026, its #41 holding.
  • LMG Wealth Partners first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.