NWMG
O icon

National Wealth Management Group’s Realty Income O Stock Holding History

National Wealth Management Group’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
Q1 		– Sell
-5,158
Closed -$291K – 244
2025
Q4 		$291K Buy
5,158
+814
+19% +$47.1K 0.1% 187
2025
Q3 		$264K Buy
4,344
+450
+12% +$26.2K 0.1% 196
2025
Q2 		$224K Buy
+3,894
New +$220K 0.13% 144

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

National Wealth Management Group's O Position: Q1 2026 in Review

National Wealth Management Group sold out of Realty Income (O) in Q1 2026, closing a stake of 5,158 shares — an estimated $291K sold.

National Wealth Management Group first reported a position in O in Q2 2025 and held it in 3 quarters. The position peaked at $291K in Q4 2025. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • National Wealth Management Group reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
  • National Wealth Management Group sold 5,158 Realty Income shares in Q1 2026, an estimated $291K.
  • National Wealth Management Group first reported a position in Realty Income in Q2 2025 and held it in 3 quarters.
  • National Wealth Management Group's Realty Income position peaked at $291K in Q4 2025.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.