SW
O icon

Simplicity Wealth’s Realty Income O Stock Holding History

Simplicity 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 		$2.62M Buy
+42,259
New +$2.63M 0.09% 226
2025
Q4 		– Sell
-4,938
Closed -$300K – 757
2025
Q3 		$300K Sell
4,938
-2,574
-34% -$150K 0.02% 564
2025
Q2 		$433K Buy
+7,512
New +$425K 0.02% 489
2024
Q3 		– Sell
-25,859
Closed -$1.37M – 977
2024
Q2 		$1.37M Buy
25,859
+3,233
+14% +$173K 0.03% 438
2024
Q1 		$1.22M Buy
+22,626
New +$1.23M 0.03% 464

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Simplicity Wealth's O Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Realty Income (O) in Q2 2026: 42,259 shares worth $2.62M. The stake represents 0.09% of the portfolio and ranks #226 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in O as recently as Q3 2025.

Simplicity Wealth first reported a position in O in Q1 2024 and has held it in 5 quarters since. 936 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Simplicity Wealth held 42,259 shares of Realty Income worth $2.62M as of Q2 2026.
  • Realty Income was a new Simplicity Wealth position in Q2 2026.
  • Realty Income made up 0.09% of Simplicity Wealth's portfolio in Q2 2026, its #226 holding.
  • Simplicity Wealth first reported a position in Realty Income in Q1 2024 and has held it in 5 quarters since.
  • 936 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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