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
Q3 		$3.86K Buy
71
+18
+34% +$1.11K ﹤0.01% 442
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

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Retirement Wealth Solutions's O Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Realty Income (O) stake by 34% in Q3 2026, buying an estimated $1.11K and bringing the position to 71 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Retirement Wealth Solutions first reported a position in O in Q3 2025 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Retirement Wealth Solutions held 71 shares of Realty Income worth $3.86K as of Q3 2026.
  • Retirement Wealth Solutions bought 18 Realty Income shares in Q3 2026, an estimated $1.11K.
  • Realty Income made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #442 holding.
  • Retirement Wealth Solutions first reported a position in Realty Income in Q3 2025 and has held it in 5 quarters since.
  • 53 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.