RWP
O icon

RWA Wealth Partners’s Realty Income O Stock Holding History

RWA Wealth Partners’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
Q1 		$962K Sell
15,723
-722
-4% -$45.2K 0.01% 352
2025
Q4 		$927K Sell
16,445
-3
-0% -$174 0.01% 354
2025
Q3 		$1,000K Sell
16,448
-1,055
-6% -$61.5K 0.01% 351
2025
Q2 		$1.01M Sell
17,503
-209
-1% -$11.8K 0.01% 329
2025
Q1 		$1.03M Sell
17,712
-2,139
-11% -$118K 0.01% 319
2024
Q4 		$1.06M Sell
19,851
-2,022
-9% -$118K 0.01% 316
2024
Q3 		$1.39M Buy
21,873
+625
+3% +$37.2K 0.02% 280
2024
Q2 		$1.12M Sell
21,248
-297
-1% -$15.9K 0.01% 285
2024
Q1 		$1.17M Sell
21,545
-219
-1% -$11.9K 0.02% 285
2023
Q4 		$1.25M Buy
21,764
+63
+0.3% +$3.31K 0.02% 265
2023
Q3 		$1.08M Buy
21,701
+118
+0.5% +$6.79K 0.02% 187
2023
Q2 		$1.29M Buy
+21,583
New +$1.32M 0.03% 160
2018
Q3 		– Sell
-62
Closed -$3K – 561
2018
Q2 		$3K Sell
62
-63
-50% -$3.19K ﹤0.01% 724
2018
Q1 		$6K Buy
+125
New +$6.23K ﹤0.01% 480

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RWA Wealth Partners's O Position: Q1 2026 in Review

RWA Wealth Partners reduced its Realty Income (O) stake by 4.4% in Q1 2026, selling an estimated $45.2K and leaving 15,723 shares worth $962K. The position accounts for 0.01% of the portfolio, ranked #352.

RWA Wealth Partners first reported a position in O in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.39M in Q3 2024. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • RWA Wealth Partners held 15,723 shares of Realty Income worth $962K as of Q1 2026.
  • RWA Wealth Partners sold 722 Realty Income shares in Q1 2026, an estimated $45.2K.
  • Realty Income made up 0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #352 holding.
  • RWA Wealth Partners first reported a position in Realty Income in Q1 2018 and has held it in 14 quarters since.
  • RWA Wealth Partners's Realty Income position peaked at $1.39M in Q3 2024.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.