NWM
O icon

Nova Wealth Management’s Realty Income O Stock Holding History

Nova 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 		$2.13K Hold
34
– – ﹤0.01% 520
2026
Q1 		$2.1K Sell
34
-25
-42% -$1.56K ﹤0.01% 497
2025
Q4 		$3.31K Hold
59
– – ﹤0.01% 468
2025
Q3 		$3.57K Hold
59
– – ﹤0.01% 448
2025
Q2 		$3.39K Buy
+59
New +$3.34K ﹤0.01% 491

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

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

Nova Wealth Management held its Realty Income (O) position steady in Q2 2026 at 34 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Nova Wealth Management first reported a position in O in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.57K in Q3 2025. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Nova Wealth Management held 34 shares of Realty Income worth $2.13K as of Q2 2026.
  • Nova Wealth Management left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up ﹤0.01% of Nova Wealth Management's portfolio in Q2 2026, its #520 holding.
  • Nova Wealth Management first reported a position in Realty Income in Q2 2025 and has held it in 5 quarters since.
  • Nova Wealth Management's Realty Income position peaked at $3.57K in Q3 2025.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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