Raffa Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.01K | Buy |
97
+24
| +33% | +$1.5K | ﹤0.01% | 548 |
|
|
2026
Q1 | $4.47K | Hold |
73
| – | – | ﹤0.01% | 557 |
|
|
2025
Q4 | $4.12K | Hold |
73
| – | – | ﹤0.01% | 555 |
|
|
2025
Q3 | $4.44K | Buy |
73
+16
| +28% | +$932 | ﹤0.01% | 509 |
|
|
2025
Q2 | $3.28K | Hold |
57
| – | – | ﹤0.01% | 583 |
|
|
2025
Q1 | $3.31K | Hold |
57
| – | – | ﹤0.01% | 513 |
|
|
2024
Q4 | $3.04K | Hold |
57
| – | – | ﹤0.01% | 561 |
|
|
2024
Q3 | $3.62K | Hold |
57
| – | – | ﹤0.01% | 487 |
|
|
2024
Q2 | $3.01K | Hold |
57
| – | – | ﹤0.01% | 627 |
|
|
2024
Q1 | $3.08K | Hold |
57
| – | – | ﹤0.01% | 600 |
|
|
2023
Q4 | $3.27K | Hold |
57
| – | – | ﹤0.01% | 478 |
|
|
2023
Q3 | $2.85K | Hold |
57
| – | – | ﹤0.01% | 495 |
|
|
2023
Q2 | $3.41K | Hold |
57
| – | – | ﹤0.01% | 465 |
|
|
2023
Q1 | $3.61K | Hold |
57
| – | – | ﹤0.01% | 459 |
|
|
2022
Q4 | $3.62K | Sell |
57
-44
| -44% | -$2.73K | ﹤0.01% | 443 |
|
|
2022
Q3 | $5.88K | Hold |
101
| – | – | ﹤0.01% | 357 |
|
|
2022
Q2 | $6.89K | Hold |
101
| – | – | ﹤0.01% | 328 |
|
|
2022
Q1 | $7K | Sell |
101
-2
| -2% | -$136 | ﹤0.01% | 345 |
|
|
2021
Q4 | $7.37K | Buy |
103
+38
| +58% | +$2.61K | ﹤0.01% | 352 |
|
|
2021
Q3 | $4.09K | Hold |
65
| – | – | ﹤0.01% | 422 |
|
|
2021
Q2 | $4.21K | Hold |
65
| – | – | ﹤0.01% | 422 |
|
|
2021
Q1 | $4K | Buy |
65
+14
| +27% | +$829 | ﹤0.01% | 455 |
|
|
2020
Q4 | $3.05K | Buy |
51
+21
| +70% | +$1.24K | ﹤0.01% | 451 |
|
|
2020
Q3 | $1.76K | Buy |
30
+6
| +25% | +$355 | ﹤0.01% | 518 |
|
|
2020
Q2 | $1.37K | Sell |
24
-36
| -60% | -$1.92K | ﹤0.01% | 571 |
|
|
2020
Q1 | $2.89K | Buy |
60
+36
| +150% | +$2.51K | ﹤0.01% | 355 |
|
|
2019
Q4 | $1.69K | Hold |
24
| – | – | ﹤0.01% | 434 |
|
|
2019
Q3 | $1.76K | Buy |
+24
| New | +$1.68K | ﹤0.01% | 422 |
|
|
2019
Q2 | – | Sell |
-24
| Closed | -$1.69K | – | 1185 |
|
|
2019
Q1 | $1.69K | Hold |
24
| – | – | ﹤0.01% | 393 |
|
|
2018
Q4 | $1.45K | Hold |
24
| – | – | ﹤0.01% | 414 |
|
|
2018
Q3 | $1.31K | Hold |
24
| – | – | ﹤0.01% | 487 |
|
|
2018
Q2 | $1.24K | Hold |
24
| – | – | ﹤0.01% | 481 |
|
|
2018
Q1 | $1.19K | Buy |
+24
| New | +$1.2K | ﹤0.01% | 470 |
|
Other funds holding O
Raffa Wealth Management's O Position: Q2 2026 in Review
Raffa Wealth Management increased its Realty Income (O) stake by 33% in Q2 2026, buying an estimated $1.5K and bringing the position to 97 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #548.
Raffa Wealth Management first reported a position in O in Q1 2018 and has held it in 33 quarters since. The position peaked at $7.37K in Q4 2021. 1,386 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Raffa Wealth Management held 97 shares of Realty Income worth $6.01K as of Q2 2026.
- Raffa Wealth Management bought 24 Realty Income shares in Q2 2026, an estimated $1.5K.
- Realty Income made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #548 holding.
- Raffa Wealth Management first reported a position in Realty Income in Q1 2018 and has held it in 33 quarters since.
- Raffa Wealth Management's Realty Income position peaked at $7.37K in Q4 2021.
- 1,386 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.