Physician Wealth Advisors’s Realty Income O Stock Holding History

Physician Wealth Advisors’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	$48.5K	Sell	783 -44	-5%	-$2.74K	0.01%	437
2026 Q1	$50.6K	Buy	827 +63	+8%	+$3.94K	0.01%	399
2025 Q4	$43.1K	Sell	764 -175	-19%	-$10.1K	0.01%	420
2025 Q3	$57.1K	Buy	939 +332	+55%	+$19.3K	0.01%	353
2025 Q2	$35K	Sell	607 -369	-38%	-$20.9K	0.01%	403
2025 Q1	$56.6K	Buy	976 +379	+63%	+$21K	0.01%	314
2024 Q4	$31.9K	Buy	+597	New	+$34.8K	0.01%	409

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Physician Wealth Advisors's O Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Realty Income (O) stake by 5.3% in Q2 2026, selling an estimated $2.74K and leaving 783 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #437.

Physician Wealth Advisors first reported a position in O in Q4 2024 and has held it in 7 quarters since. The position peaked at $57.1K in Q3 2025. 681 funds tracked by Wall St. Rank hold O as of Q2 2026.

Physician Wealth Advisors held 783 shares of Realty Income worth $48.5K as of Q2 2026.
Physician Wealth Advisors sold 44 Realty Income shares in Q2 2026, an estimated $2.74K.
Realty Income made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #437 holding.
Physician Wealth Advisors first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Realty Income position peaked at $57.1K in Q3 2025.
681 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.