Quest 10 Wealth Builders’s Realty Income O Stock Holding History

Quest 10 Wealth Builders’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	$23.2K	Sell	375 -2	-0.5%	-$125	0.02%	322
2026 Q1	$23.1K	Sell	377 -16	-4%	-$1K	0.02%	320
2025 Q4	$22.2K	Sell	393 -1	-0.3%	-$58	0.02%	309
2025 Q3	$24K	Sell	394 -1	-0.3%	-$58	0.02%	258
2025 Q2	$22.8K	Buy	395 +335	+558%	+$18.9K	0.02%	275
2025 Q1	$3.48K	Buy	60 +6	+11%	+$332	﹤0.01%	511
2024 Q4	$2.88K	Buy	+54	New	+$3.15K	﹤0.01%	569

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

Quest 10 Wealth Builders's O Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Realty Income (O) stake by 0.53% in Q2 2026, selling an estimated $125 and leaving 375 shares worth $23.2K. The position accounts for 0.02% of the portfolio, ranked #322.

Quest 10 Wealth Builders first reported a position in O in Q4 2024 and has held it in 7 quarters since. The position peaked at $24K in Q3 2025. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

Quest 10 Wealth Builders held 375 shares of Realty Income worth $23.2K as of Q2 2026.
Quest 10 Wealth Builders sold 2 Realty Income shares in Q2 2026, an estimated $125.
Realty Income made up 0.02% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #322 holding.
Quest 10 Wealth Builders first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's Realty Income position peaked at $24K in Q3 2025.
1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.