RWM
O icon

RMG Wealth Management’s Realty Income O Stock Holding History

RMG 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 		$19.7K Buy
314
+274
+685% +$17.1K ﹤0.01% 227
2026
Q1 		$2.51K Buy
40
+38
+1,900% +$2.38K ﹤0.01% 475
2025
Q4 		$139 Hold
2
– – ﹤0.01% 404
2025
Q3 		$134 Hold
2
– – ﹤0.01% 323
2025
Q2 		$124 Buy
+2
New +$113 ﹤0.01% 316

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

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

RMG Wealth Management increased its Realty Income (O) stake by 685% in Q2 2026, buying an estimated $17.1K and bringing the position to 314 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

RMG Wealth Management first reported a position in O in Q2 2025 and has held it in 5 quarters since. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • RMG Wealth Management held 314 shares of Realty Income worth $19.7K as of Q2 2026.
  • RMG Wealth Management bought 274 Realty Income shares in Q2 2026, an estimated $17.1K.
  • Realty Income made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #227 holding.
  • RMG Wealth Management first reported a position in Realty Income in Q2 2025 and has held it in 5 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.