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Signal Advisors Wealth’s Realty Income O Stock Holding History

Signal Advisors Wealth’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 		$1.12M Buy
18,024
+365
+2% +$22.8K 0.06% 256
2026
Q1 		$1.08M Buy
17,659
+1,437
+9% +$90K 0.07% 227
2025
Q4 		$914K Buy
16,222
+1,421
+10% +$82.3K 0.07% 209
2025
Q3 		$900K Buy
+14,801
New +$862K 0.08% 175
2024
Q4 		– Sell
-3,664
Closed -$232K – 447
2024
Q3 		$232K Buy
+3,664
New +$218K 0.03% 389
2024
Q1 		– Sell
-3,485
Closed -$201K – 296
2023
Q4 		$201K Buy
+3,485
New +$183K 0.07% 220

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

Signal Advisors Wealth's O Position: Q2 2026 in Review

Signal Advisors Wealth increased its Realty Income (O) stake by 2.1% in Q2 2026, buying an estimated $22.8K and bringing the position to 18,024 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #256.

Signal Advisors Wealth first reported a position in O in Q4 2023 and has held it in 6 quarters since. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Signal Advisors Wealth held 18,024 shares of Realty Income worth $1.12M as of Q2 2026.
  • Signal Advisors Wealth bought 365 Realty Income shares in Q2 2026, an estimated $22.8K.
  • Realty Income made up 0.06% of Signal Advisors Wealth's portfolio in Q2 2026, its #256 holding.
  • Signal Advisors Wealth first reported a position in Realty Income in Q4 2023 and has held it in 6 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.