PWMG
O icon

Private Wealth Management Group’s Realty Income O Stock Holding History

Private Wealth Management Group’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 		$47.7K Hold
770
– – 0.01% 245
2026
Q1 		$47.1K Hold
770
– – 0.01% 203
2025
Q4 		$43.4K Buy
770
+78
+11% +$4.52K 0.01% 208
2025
Q3 		$42.1K Hold
692
– – 0.01% 207
2025
Q2 		$39.9K Buy
692
+18
+3% +$1.02K 0.01% 196
2025
Q1 		$39.1K Buy
674
+150
+29% +$8.3K 0.01% 198
2024
Q4 		$28K Sell
524
-31
-6% -$1.8K 0.01% 242
2024
Q3 		$35.2K Hold
555
– – 0.01% 200
2024
Q2 		$29.3K Hold
555
– – 0.01% 219
2024
Q1 		$30K Hold
555
– – 0.01% 210
2023
Q4 		$31.9K Buy
+555
New +$29.1K 0.02% 210

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Private Wealth Management Group's O Position: Q2 2026 in Review

Private Wealth Management Group held its Realty Income (O) position steady in Q2 2026 at 770 shares worth $47.7K. The position accounts for 0.01% of the portfolio, ranked #245.

Private Wealth Management Group first reported a position in O in Q4 2023 and has held it in 11 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Private Wealth Management Group held 770 shares of Realty Income worth $47.7K as of Q2 2026.
  • Private Wealth Management Group left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #245 holding.
  • Private Wealth Management Group first reported a position in Realty Income in Q4 2023 and has held it in 11 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.