RW
O icon

Rockport Wealth’s Realty Income O Stock Holding History

Rockport Wealth’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 		$293K Buy
+4,729
New +$295K 0.05% 88

Other funds holding O

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Rockport Wealth's O Position: Q2 2026 in Review

Rockport Wealth opened a new position in Realty Income (O) in Q2 2026: 4,729 shares worth $293K. The stake represents 0.05% of the portfolio and ranks #88 among its holdings.

659 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Rockport Wealth held 4,729 shares of Realty Income worth $293K as of Q2 2026.
  • Realty Income was a new Rockport Wealth position in Q2 2026.
  • Realty Income made up 0.05% of Rockport Wealth's portfolio in Q2 2026, its #88 holding.
  • 659 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.