Signet Private Wealth’s Realty Income O Stock Holding History

Signet Private 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	–	Sell	-6,594	Closed	-$403K	–	143
2026 Q1	$403K	Sell	6,594 -215	-3%	-$13.5K	0.39%	75
2025 Q4	$384K	Buy	+6,809	New	+$394K	0.37%	69

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Signet Private Wealth's O Position: Q2 2026 in Review

Signet Private Wealth sold out of Realty Income (O) in Q2 2026, closing a stake of 6,594 shares — an estimated $403K sold.

Signet Private Wealth first reported a position in O in Q4 2025 and held it in 2 quarters. The position peaked at $403K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

Signet Private Wealth reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
Signet Private Wealth sold 6,594 Realty Income shares in Q2 2026, an estimated $403K.
Signet Private Wealth first reported a position in Realty Income in Q4 2025 and held it in 2 quarters.
Signet Private Wealth's Realty Income position peaked at $403K in Q1 2026.
1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Signet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.