RWM
O icon

Revisor Wealth Management’s Realty Income O Stock Holding History

Revisor 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 		$389K Sell
6,255
-285
-4% -$17.8K 0.09% 241
2026
Q1 		$402K Sell
6,540
-255
-4% -$16K 0.11% 203
2025
Q4 		$412K Buy
6,795
+60
+0.9% +$3.47K 0.11% 189
2025
Q3 		$397K Sell
6,735
-1,200
-15% -$69.9K 0.14% 165
2025
Q2 		$454K Buy
7,935
+178
+2% +$10.1K 0.16% 148
2025
Q1 		$450K Buy
7,757
+3,670
+90% +$203K 0.2% 126
2024
Q4 		$218K Sell
4,087
-3,890
-49% -$227K 0.2% 113
2024
Q3 		$506K Sell
7,977
-484
-6% -$28.8K 0.32% 63
2024
Q2 		$447K Sell
8,461
-5,140
-38% -$274K 0.31% 65
2024
Q1 		$758K Buy
13,601
+8,115
+148% +$439K 0.34% 64
2023
Q4 		$315K Sell
5,486
-319
-5% -$16.7K 0.36% 65
2023
Q3 		$290K Buy
5,805
+1,325
+30% +$76.2K 0.25% 107
2023
Q2 		$268K Buy
4,480
+165
+4% +$10.1K 0.24% 127
2023
Q1 		$273K Buy
+4,315
New +$280K 0.25% 118

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Revisor Wealth Management's O Position: Q2 2026 in Review

Revisor Wealth Management reduced its Realty Income (O) stake by 4.4% in Q2 2026, selling an estimated $17.8K and leaving 6,255 shares worth $389K. The position accounts for 0.09% of the portfolio, ranked #241.

Revisor Wealth Management first reported a position in O in Q1 2023 and has held it in 14 quarters since. The position peaked at $758K in Q1 2024. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Revisor Wealth Management held 6,255 shares of Realty Income worth $389K as of Q2 2026.
  • Revisor Wealth Management sold 285 Realty Income shares in Q2 2026, an estimated $17.8K.
  • Realty Income made up 0.09% of Revisor Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Revisor Wealth Management first reported a position in Realty Income in Q1 2023 and has held it in 14 quarters since.
  • Revisor Wealth Management's Realty Income position peaked at $758K in Q1 2024.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.