SPWG
O icon

Sage Private Wealth Group’s Realty Income O Stock Holding History

Sage Private Wealth Group’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 		$465K Buy
7,511
+281
+4% +$17.5K 0.21% 59
2026
Q1 		$442K Sell
7,230
-614
-8% -$38.4K 0.22% 57
2025
Q4 		$442K Buy
7,844
+170
+2% +$9.84K 0.24% 58
2025
Q3 		$467K Buy
7,674
+796
+12% +$46.4K 0.26% 54
2025
Q2 		$396K Buy
+6,878
New +$389K 0.25% 56

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sage Private Wealth Group's O Position: Q2 2026 in Review

Sage Private Wealth Group increased its Realty Income (O) stake by 3.9% in Q2 2026, buying an estimated $17.5K and bringing the position to 7,511 shares worth $465K. The position accounts for 0.21% of the portfolio, ranked #59.

Sage Private Wealth Group first reported a position in O in Q2 2025 and has held it in 5 quarters since. The position peaked at $467K in Q3 2025. 1,019 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Sage Private Wealth Group held 7,511 shares of Realty Income worth $465K as of Q2 2026.
  • Sage Private Wealth Group bought 281 Realty Income shares in Q2 2026, an estimated $17.5K.
  • Realty Income made up 0.21% of Sage Private Wealth Group's portfolio in Q2 2026, its #59 holding.
  • Sage Private Wealth Group first reported a position in Realty Income in Q2 2025 and has held it in 5 quarters since.
  • Sage Private Wealth Group's Realty Income position peaked at $467K in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.