Phillips Wealth Planners’s Realty Income O Stock Holding History

Phillips Wealth Planners’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	$235K	Sell	3,666 -225	-6%	-$14K	0.17%	190
2026 Q1	$243K	Sell	3,891 -1,525	-28%	-$95.5K	0.18%	179
2025 Q4	$335K	Buy	5,416 +101	+2%	+$5.85K	0.27%	127
2025 Q3	$318K	Sell	5,315 -225	-4%	-$13.1K	0.26%	130
2025 Q2	$318K	Sell	5,540 -1	-0%	-$57	0.29%	122
2025 Q1	$306K	Buy	5,541 +525	+10%	+$29.1K	0.32%	107
2024 Q4	$259K	Sell	5,016 -465	-8%	-$27.1K	0.26%	136
2024 Q3	$352K	Buy	5,481 +158	+3%	+$9.4K	0.34%	105
2024 Q2	$285K	Buy	5,323 +1,048	+25%	+$56K	0.3%	124
2024 Q1	$217K	Buy	+4,275	New	+$231K	0.25%	160

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Phillips Wealth Planners's O Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Realty Income (O) stake by 5.8% in Q2 2026, selling an estimated $14K and leaving 3,666 shares worth $235K. The position accounts for 0.17% of the portfolio, ranked #190.

Phillips Wealth Planners first reported a position in O in Q1 2024 and has held it in 10 quarters since. The position peaked at $352K in Q3 2024. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Phillips Wealth Planners held 3,666 shares of Realty Income worth $235K as of Q2 2026.
Phillips Wealth Planners sold 225 Realty Income shares in Q2 2026, an estimated $14K.
Realty Income made up 0.17% of Phillips Wealth Planners's portfolio in Q2 2026, its #190 holding.
Phillips Wealth Planners first reported a position in Realty Income in Q1 2024 and has held it in 10 quarters since.
Phillips Wealth Planners's Realty Income position peaked at $352K in Q3 2024.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.