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 Q3	$2.15M	Buy	39,567 +2,114	+6%	+$130K	0.45%	51
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Peterson Wealth Services's O Position: Q3 2026 in Review

Peterson Wealth Services increased its Realty Income (O) stake by 5.6% in Q3 2026, buying an estimated $130K and bringing the position to 39,567 shares worth $2.15M. The position accounts for 0.45% of the portfolio, ranked #51.

Peterson Wealth Services first reported a position in O in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.32M in Q2 2026. 865 funds tracked by Wall St. Rank hold O as of Q3 2026.

Peterson Wealth Services held 39,567 shares of Realty Income worth $2.15M as of Q3 2026.
Peterson Wealth Services bought 2,114 Realty Income shares in Q3 2026, an estimated $130K.
Realty Income made up 0.45% of Peterson Wealth Services's portfolio in Q3 2026, its #51 holding.
Peterson Wealth Services first reported a position in Realty Income in Q4 2024 and has held it in 8 quarters since.
Peterson Wealth Services's Realty Income position peaked at $2.32M in Q2 2026.
865 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.