Peterson Wealth Services’s Realty Income O Stock Holding History

Peterson Wealth Services’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	$2.32M	Buy	37,453 +1,662	+5%	+$104K	0.51%	51
2026 Q1	$2.19M	Buy	35,791 +2,465	+7%	+$154K	0.54%	45
2025 Q4	$1.88M	Buy	33,326 +30,093	+931%	+$1.74M	0.48%	49
2025 Q3	$2.04M	Sell	3,233 -30,256	-90%	-$1.76M	0.5%	45
2025 Q2	$1.93M	Buy	33,489 +1,084	+3%	+$61.3K	0.53%	46
2025 Q1	$1.88M	Buy	32,405 +4,994	+18%	+$276K	0.58%	46
2024 Q4	$1.46M	Buy	+27,411	New	+$1.6M	0.44%	54

Other funds holding O

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Peterson Wealth Services increased its Realty Income (O) stake by 4.6% in Q2 2026, buying an estimated $104K and bringing the position to 37,453 shares worth $2.32M. The position accounts for 0.51% of the portfolio, ranked #51.

Peterson Wealth Services first reported a position in O in Q4 2024 and has held it in 7 quarters since. 639 funds tracked by Wall St. Rank hold O as of Q2 2026.

Peterson Wealth Services held 37,453 shares of Realty Income worth $2.32M as of Q2 2026.
Peterson Wealth Services bought 1,662 Realty Income shares in Q2 2026, an estimated $104K.
Realty Income made up 0.51% of Peterson Wealth Services's portfolio in Q2 2026, its #51 holding.
Peterson Wealth Services first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
639 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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