SWM
O icon

Shelton Wealth Management’s Realty Income O Stock Holding History

Shelton 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 		$294K Sell
4,753
-257
-5% -$16K 0.12% 111
2026
Q1 		$307K Buy
5,010
+869
+21% +$54.4K 0.13% 109
2025
Q4 		$233K Buy
4,141
+495
+14% +$28.7K 0.1% 121
2025
Q3 		$222K Buy
+3,646
New +$212K 0.1% 122

Other funds holding O

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

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

Shelton Wealth Management reduced its Realty Income (O) stake by 5.1% in Q2 2026, selling an estimated $16K and leaving 4,753 shares worth $294K. The position accounts for 0.12% of the portfolio, ranked #111.

Shelton Wealth Management first reported a position in O in Q3 2025 and has held it in 4 quarters since. The position peaked at $307K in Q1 2026. 227 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Shelton Wealth Management held 4,753 shares of Realty Income worth $294K as of Q2 2026.
  • Shelton Wealth Management sold 257 Realty Income shares in Q2 2026, an estimated $16K.
  • Realty Income made up 0.12% of Shelton Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Shelton Wealth Management first reported a position in Realty Income in Q3 2025 and has held it in 4 quarters since.
  • Shelton Wealth Management's Realty Income position peaked at $307K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.