OWP
O icon

ORG Wealth Partners’s Realty Income O Stock Holding History

ORG Wealth Partners’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 		$692K Buy
11,168
+885
+9% +$55.2K 0.1% 115
2026
Q1 		$629K Buy
10,283
+6,432
+167% +$403K 0.12% 108
2025
Q4 		$217K Sell
3,851
-6,906
-64% -$400K 0.05% 192
2025
Q3 		$654K Buy
10,757
+3,181
+42% +$185K 0.14% 100
2025
Q2 		$438K Buy
7,576
+427
+6% +$24.1K 0.1% 129
2025
Q1 		$409K Buy
7,149
+1,379
+24% +$76.3K 0.13% 138
2024
Q4 		$308K Buy
+5,770
New +$336K 0.1% 98

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

ORG Wealth Partners's O Position: Q2 2026 in Review

ORG Wealth Partners increased its Realty Income (O) stake by 8.6% in Q2 2026, buying an estimated $55.2K and bringing the position to 11,168 shares worth $692K. The position accounts for 0.1% of the portfolio, ranked #115.

ORG Wealth Partners first reported a position in O in Q4 2024 and has held it in 7 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • ORG Wealth Partners held 11,168 shares of Realty Income worth $692K as of Q2 2026.
  • ORG Wealth Partners bought 885 Realty Income shares in Q2 2026, an estimated $55.2K.
  • Realty Income made up 0.1% of ORG Wealth Partners's portfolio in Q2 2026, its #115 holding.
  • ORG Wealth Partners first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.