NW
O icon

NewEdge Wealth’s Realty Income O Stock Holding History

NewEdge 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 		$1.09M Sell
17,563
-821
-4% -$51.2K 0.01% 644
2026
Q1 		$1.12M Sell
18,384
-8,065
-30% -$505K 0.01% 589
2025
Q4 		$1.49M Buy
26,449
+8,178
+45% +$473K 0.02% 529
2025
Q3 		$1.03M Sell
18,271
-5,945
-25% -$346K 0.01% 567
2025
Q2 		$1.38M Sell
24,216
-4,351
-15% -$246K 0.02% 460
2025
Q1 		$1.66M Sell
28,567
-1,747
-6% -$96.7K 0.03% 387
2024
Q4 		$1.62M Sell
30,314
-3,370
-10% -$196K 0.03% 397
2024
Q3 		$2.14M Sell
33,684
-61
-0.2% -$3.63K 0.04% 334
2024
Q2 		$1.78M Sell
33,745
-437
-1% -$23.3K 0.04% 343
2024
Q1 		$1.88M Buy
34,182
+497
+1% +$26.9K 0.04% 335
2023
Q4 		$1.93M Sell
33,685
-2,100
-6% -$110K 0.05% 302
2023
Q3 		$1.79M Buy
35,785
+6,707
+23% +$386K 0.06% 278
2023
Q2 		$1.74M Sell
29,078
-35
-0.1% -$2.14K 0.06% 277
2023
Q1 		$1.84M Buy
29,113
+306
+1% +$19.8K 0.07% 235
2022
Q4 		$1.83M Buy
28,807
+617
+2% +$38.3K 0.08% 222
2022
Q3 		$1.64M Buy
28,190
+3,254
+13% +$224K 0.08% 215
2022
Q2 		$1.7M Buy
24,936
+21,737
+679% +$1.49M 0.08% 208
2022
Q1 		$222K Buy
+3,199
New +$217K 0.01% 392

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

NewEdge Wealth's O Position: Q2 2026 in Review

NewEdge Wealth reduced its Realty Income (O) stake by 4.5% in Q2 2026, selling an estimated $51.2K and leaving 17,563 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #644.

NewEdge Wealth first reported a position in O in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.14M in Q3 2024. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • NewEdge Wealth held 17,563 shares of Realty Income worth $1.09M as of Q2 2026.
  • NewEdge Wealth sold 821 Realty Income shares in Q2 2026, an estimated $51.2K.
  • Realty Income made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #644 holding.
  • NewEdge Wealth first reported a position in Realty Income in Q1 2022 and has held it in 18 quarters since.
  • NewEdge Wealth's Realty Income position peaked at $2.14M in Q3 2024.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.