Marble Wealth’s Realty Income O Stock Holding History

Marble 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	$362K	Buy	5,847 +3	+0.1%	+$187	0.06%	170
2026 Q1	$358K	Buy	+5,844	New	+$366K	0.06%	162

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

Marble Wealth's O Position: Q2 2026 in Review

Marble Wealth increased its Realty Income (O) stake by 0.05% in Q2 2026, buying an estimated $187 and bringing the position to 5,847 shares worth $362K. The position accounts for 0.06% of the portfolio, ranked #170.

Marble Wealth first reported a position in O in Q1 2026 and has held it in 2 quarters since. 1,456 funds tracked by Wall St. Rank hold O as of Q2 2026.

Marble Wealth held 5,847 shares of Realty Income worth $362K as of Q2 2026.
Marble Wealth bought 3 Realty Income shares in Q2 2026, an estimated $187.
Realty Income made up 0.06% of Marble Wealth's portfolio in Q2 2026, its #170 holding.
Marble Wealth first reported a position in Realty Income in Q1 2026 and has held it in 2 quarters since.
1,456 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.