SWM
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Silverlake Wealth Management’s Realty Income O Stock Holding History

Silverlake 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 		$353K Buy
5,704
+26
+0.5% +$1.62K 0.07% 267
2026
Q1 		$347K Buy
5,678
+268
+5% +$16.8K 0.07% 257
2025
Q4 		$305K Buy
5,410
+18
+0.3% +$1.04K 0.07% 261
2025
Q3 		$328K Sell
5,392
-87
-2% -$5.07K 0.08% 243
2025
Q2 		$316K Buy
5,479
+355
+7% +$20.1K 0.09% 227
2025
Q1 		$297K Buy
5,124
+531
+12% +$29.4K 0.11% 191
2024
Q4 		$245K Buy
4,593
+15
+0.3% +$874 0.09% 228
2024
Q3 		$290K Buy
4,578
+15
+0.3% +$893 0.11% 208
2024
Q2 		$241K Buy
4,563
+15
+0.3% +$801 0.1% 224
2024
Q1 		$246K Buy
4,548
+328
+8% +$17.8K 0.13% 200
2023
Q4 		$242K Sell
4,220
-2
-0% -$105 0.13% 189
2023
Q3 		$211K Buy
4,222
+15
+0.4% +$863 0.12% 204
2023
Q2 		$252K Buy
4,207
+16
+0.4% +$976 0.14% 175
2023
Q1 		$265K Buy
4,191
+130
+3% +$8.42K 0.16% 159
2022
Q4 		$258K Buy
4,061
+173
+4% +$10.7K 0.16% 163
2022
Q3 		$226K Buy
3,888
+28
+0.7% +$1.93K 0.15% 166
2022
Q2 		$263K Buy
3,860
+559
+17% +$38.4K 0.17% 150
2022
Q1 		$229K Sell
3,301
-299
-8% -$20.3K 0.13% 187
2021
Q4 		$258K Buy
+3,600
New +$248K 0.14% 173

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 $3.37T AUM 44.26% 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

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

Silverlake Wealth Management increased its Realty Income (O) stake by 0.46% in Q2 2026, buying an estimated $1.62K and bringing the position to 5,704 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #267.

Silverlake Wealth Management first reported a position in O in Q4 2021 and has held it in 19 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Silverlake Wealth Management held 5,704 shares of Realty Income worth $353K as of Q2 2026.
  • Silverlake Wealth Management bought 26 Realty Income shares in Q2 2026, an estimated $1.62K.
  • Realty Income made up 0.07% of Silverlake Wealth Management's portfolio in Q2 2026, its #267 holding.
  • Silverlake Wealth Management first reported a position in Realty Income in Q4 2021 and has held it in 19 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.