Red Door Wealth Management’s Realty Income O Stock Holding History

Red Door Wealth Management’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	$508K	Buy	8,191 +1,340	+20%	+$83.5K	0.05%	188
2026 Q1	$419K	Buy	6,851 +1,400	+26%	+$87.6K	0.04%	191
2025 Q4	$307K	Buy	5,451 +30	+0.6%	+$1.74K	0.03%	222
2025 Q3	$330K	Buy	5,421 +1	+0%	+$58	0.04%	218
2025 Q2	$312K	Buy	5,420 +1	+0%	+$57	0.04%	203
2025 Q1	$314K	Hold	5,419	–	–	0.05%	180
2024 Q4	$289K	Buy	+5,419	New	+$316K	0.04%	183
2021 Q3	–	Sell	-991	Closed	-$64K	–	457
2021 Q2	$64K	Buy	+991	New	+$65.1K	0.02%	237
2020 Q3	–	Sell	-1,181	Closed	-$68K	–	307
2020 Q2	$68K	Buy	1,181 +231	+24%	+$12.3K	0.05%	163
2020 Q1	$45K	Buy	+950	New	+$66.2K	0.04%	171

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Red Door Wealth Management's O Position: Q2 2026 in Review

Red Door Wealth Management increased its Realty Income (O) stake by 20% in Q2 2026, buying an estimated $83.5K and bringing the position to 8,191 shares worth $508K. The position accounts for 0.05% of the portfolio, ranked #188.

Red Door Wealth Management first reported a position in O in Q1 2020 and has held it in 10 quarters since. 722 funds tracked by Wall St. Rank hold O as of Q2 2026.

Red Door Wealth Management held 8,191 shares of Realty Income worth $508K as of Q2 2026.
Red Door Wealth Management bought 1,340 Realty Income shares in Q2 2026, an estimated $83.5K.
Realty Income made up 0.05% of Red Door Wealth Management's portfolio in Q2 2026, its #188 holding.
Red Door Wealth Management first reported a position in Realty Income in Q1 2020 and has held it in 10 quarters since.
722 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.