Mindset Wealth Management’s Realty Income O Stock Holding History

Mindset 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	–	Sell	-3,620	Closed	-$221K	–	196
2026 Q1	$221K	Sell	3,620 -927	-20%	-$58K	0.06%	158
2025 Q4	$256K	Sell	4,547 -73	-2%	-$4.23K	0.07%	154
2025 Q3	$281K	Sell	4,620 -199	-4%	-$11.6K	0.08%	127
2025 Q2	$278K	Buy	4,819 +498	+12%	+$28.2K	0.09%	122
2025 Q1	$251K	Buy	+4,321	New	+$239K	0.1%	113
2024 Q4	–	Sell	-3,428	Closed	-$217K	–	144
2024 Q3	$217K	Buy	+3,428	New	+$204K	0.09%	115

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

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

Mindset Wealth Management sold out of Realty Income (O) in Q2 2026, closing a stake of 3,620 shares — an estimated $221K sold.

Mindset Wealth Management first reported a position in O in Q3 2024 and held it in 6 quarters. The position peaked at $281K in Q3 2025. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

Mindset Wealth Management reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
Mindset Wealth Management sold 3,620 Realty Income shares in Q2 2026, an estimated $221K.
Mindset Wealth Management first reported a position in Realty Income in Q3 2024 and held it in 6 quarters.
Mindset Wealth Management's Realty Income position peaked at $281K in Q3 2025.
1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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