SWM
O icon

SHP Wealth Management’s Realty Income O Stock Holding History

SHP 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 		$262K Sell
4,226
-342
-7% -$21.3K 0.02% 253
2026
Q1 		$280K Sell
4,568
-671
-13% -$42K 0.02% 210
2025
Q4 		$295K Buy
+5,239
New +$303K 0.02% 204

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Realty Income (O) stake by 7.5% in Q2 2026, selling an estimated $21.3K and leaving 4,226 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #253.

SHP Wealth Management first reported a position in O in Q4 2025 and has held it in 3 quarters since. The position peaked at $295K in Q4 2025. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • SHP Wealth Management held 4,226 shares of Realty Income worth $262K as of Q2 2026.
  • SHP Wealth Management sold 342 Realty Income shares in Q2 2026, an estimated $21.3K.
  • Realty Income made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #253 holding.
  • SHP Wealth Management first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Realty Income position peaked at $295K in Q4 2025.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.