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
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 $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 $37.4B AUM 35.42% 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

Peterson Wealth Management's O Position: Q1 2026 in Review

Peterson Wealth Management opened a new position in Realty Income (O) in Q1 2026: 2,190 shares worth $134K. The stake represents 0.08% of the portfolio and ranks #49 among its holdings. This is a return to the name: Peterson Wealth Management previously reported a position in O as recently as Q1 2020.

Peterson Wealth Management first reported a position in O in Q4 2019 and has held it in 3 quarters since. The position peaked at $489K in Q4 2019. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Peterson Wealth Management held 2,190 shares of Realty Income worth $134K as of Q1 2026.
  • Realty Income was a new Peterson Wealth Management position in Q1 2026.
  • Realty Income made up 0.08% of Peterson Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Peterson Wealth Management first reported a position in Realty Income in Q4 2019 and has held it in 3 quarters since.
  • Peterson Wealth Management's Realty Income position peaked at $489K in Q4 2019.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.