Shrier Wealth Management’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.73M Buy
27,903
+65
+0.2% +$4.05K 0.58% 51
2026
Q1
$1.7M Buy
27,838
+2,594
+10% +$162K 0.62% 48
2025
Q4
$1.42M Buy
+25,244
New +$1.46M 0.56% 48

Other funds holding O

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

Shrier Wealth Management increased its Realty Income (O) stake by 0.23% in Q2 2026, buying an estimated $4.05K and bringing the position to 27,903 shares worth $1.73M. The position accounts for 0.58% of the portfolio, ranked #51.

Shrier Wealth Management first reported a position in O in Q4 2025 and has held it in 3 quarters since. 1,449 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Shrier Wealth Management held 27,903 shares of Realty Income worth $1.73M as of Q2 2026.
  • Shrier Wealth Management bought 65 Realty Income shares in Q2 2026, an estimated $4.05K.
  • Realty Income made up 0.58% of Shrier Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Shrier Wealth Management first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • 1,449 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.