Lodestone Wealth Management’s Realty Income O Stock Holding History

Lodestone 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	$5.58K	Hold	90	–	–	﹤0.01%	587
2026 Q1	$5.51K	Hold	90	–	–	﹤0.01%	571
2025 Q4	$5.07K	Buy	+90	New	+$5.21K	﹤0.01%	581

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

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

Lodestone Wealth Management held its Realty Income (O) position steady in Q2 2026 at 90 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Lodestone Wealth Management first reported a position in O in Q4 2025 and has held it in 3 quarters since. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

Lodestone Wealth Management held 90 shares of Realty Income worth $5.58K as of Q2 2026.
Lodestone Wealth Management left its Realty Income share count unchanged in Q2 2026.
Realty Income made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #587 holding.
Lodestone Wealth Management first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.