PWM
O icon

Peterson Wealth Management’s Realty Income O Stock Holding History

Peterson 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 		$136K Hold
2,190
– – 0.06% 49
2026
Q1 		$134K Buy
+2,190
New +$137K 0.08% 49
2020
Q2 		– Sell
-6,272
Closed -$303K – 49
2020
Q1 		$303K Sell
6,272
-463
-7% -$32.2K 0.37% 33
2019
Q4 		$489K Buy
+6,735
New +$502K 0.44% 30

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

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

Peterson Wealth Management held its Realty Income (O) position steady in Q2 2026 at 2,190 shares worth $136K. The position accounts for 0.06% of the portfolio, ranked #49.

Peterson Wealth Management first reported a position in O in Q4 2019 and has held it in 4 quarters since. The position peaked at $489K in Q4 2019. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Peterson Wealth Management held 2,190 shares of Realty Income worth $136K as of Q2 2026.
  • Peterson Wealth Management left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up 0.06% of Peterson Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Peterson Wealth Management first reported a position in Realty Income in Q4 2019 and has held it in 4 quarters since.
  • Peterson Wealth Management's Realty Income position peaked at $489K in Q4 2019.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.