RWS
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Retirement Wealth Solutions’s Realty Income O Stock Holding History

Retirement Wealth Solutions’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 		$3.28K Buy
53
+29
+121% +$1.81K ﹤0.01% 427
2026
Q1 		$1.47K Buy
24
+11
+85% +$689 ﹤0.01% 565
2025
Q4 		$733 Hold
13
– – ﹤0.01% 632
2025
Q3 		$809 Buy
+13
New +$757 ﹤0.01% 600
2025
Q2 		– Hold
0
– – – 436
2025
Q1 		– Hold
0
– – – 427
2024
Q4 		– Hold
0
– – – 434

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

Retirement Wealth Solutions's O Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Realty Income (O) stake by 121% in Q2 2026, buying an estimated $1.81K and bringing the position to 53 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Retirement Wealth Solutions first reported a position in O in Q3 2025 and has held it in 4 quarters since. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Retirement Wealth Solutions held 53 shares of Realty Income worth $3.28K as of Q2 2026.
  • Retirement Wealth Solutions bought 29 Realty Income shares in Q2 2026, an estimated $1.81K.
  • Realty Income made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #427 holding.
  • Retirement Wealth Solutions first reported a position in Realty Income in Q3 2025 and has held it in 4 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.