Private Wealth Asset Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
Other funds holding O
Private Wealth Asset Management's O Position: Q2 2026 in Review
Private Wealth Asset Management increased its Realty Income (O) stake by 1,096% in Q2 2026, buying an estimated $260K and bringing the position to 4,543 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #233.
Private Wealth Asset Management first reported a position in O in Q1 2025 and has held it in 6 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Private Wealth Asset Management held 4,543 shares of Realty Income worth $281K as of Q2 2026.
- Private Wealth Asset Management bought 4,163 Realty Income shares in Q2 2026, an estimated $260K.
- Realty Income made up 0.03% of Private Wealth Asset Management's portfolio in Q2 2026, its #233 holding.
- Private Wealth Asset Management first reported a position in Realty Income in Q1 2025 and has held it in 6 quarters since.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.