Smallwood Wealth Investment Management’s Realty Income O Stock Holding History

Smallwood Wealth Investment 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	–	Hold	0	–	–	–	504
2026 Q1	–	Hold	0	–	–	–	496
2025 Q4	–	Hold	0	–	–	–	491
2025 Q3	–	Sell	-15	Closed	-$864	–	565
2025 Q2	$864	Buy	+15	New	+$848	﹤0.01%	473

Other funds holding O

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Smallwood Wealth Investment Management's O Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Realty Income (O) position steady in Q2 2026 at 0 shares worth $60. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Smallwood Wealth Investment Management first reported a position in O in Q2 2025 and has held it in 1 quarter since. The position peaked at $864 in Q2 2025. 605 funds tracked by Wall St. Rank hold O as of Q2 2026.

Smallwood Wealth Investment Management held 0 shares of Realty Income worth $60 as of Q2 2026.
Smallwood Wealth Investment Management left its Realty Income share count unchanged in Q2 2026.
Realty Income made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #504 holding.
Smallwood Wealth Investment Management first reported a position in Realty Income in Q2 2025 and has held it in 1 quarter since.
Smallwood Wealth Investment Management's Realty Income position peaked at $864 in Q2 2025.
605 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.