SLWA
O icon

San Luis Wealth Advisors’s Realty Income O Stock Holding History

San Luis Wealth Advisors’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 		$988K Sell
15,950
-1,088
-6% -$67.8K 0.15% 102
2026
Q1 		$1.04M Buy
17,038
+413
+2% +$25.9K 0.17% 86
2025
Q4 		$937K Buy
16,625
+3,588
+28% +$208K 0.16% 94
2025
Q3 		$793K Buy
13,037
+1,806
+16% +$105K 0.14% 93
2025
Q2 		$647K Sell
11,231
-589
-5% -$33.3K 0.14% 85
2025
Q1 		$686K Buy
+11,820
New +$654K 0.16% 68

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

San Luis Wealth Advisors's O Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Realty Income (O) stake by 6.4% in Q2 2026, selling an estimated $67.8K and leaving 15,950 shares worth $988K. The position accounts for 0.15% of the portfolio, ranked #102.

San Luis Wealth Advisors first reported a position in O in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.04M in Q1 2026. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • San Luis Wealth Advisors held 15,950 shares of Realty Income worth $988K as of Q2 2026.
  • San Luis Wealth Advisors sold 1,088 Realty Income shares in Q2 2026, an estimated $67.8K.
  • Realty Income made up 0.15% of San Luis Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • San Luis Wealth Advisors first reported a position in Realty Income in Q1 2025 and has held it in 6 quarters since.
  • San Luis Wealth Advisors's Realty Income position peaked at $1.04M in Q1 2026.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.