SWA
O icon

SOA Wealth Advisors’s Realty Income O Stock Holding History

SOA Wealth Advisors’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 		$19.9K Hold
321
– – ﹤0.01% 518
2026
Q1 		$19.6K Hold
321
– – ﹤0.01% 503
2025
Q4 		$18.1K Hold
321
– – ﹤0.01% 520
2025
Q3 		$19.5K Buy
321
+47
+17% +$2.74K ﹤0.01% 517
2025
Q2 		$15.8K Sell
274
-9
-3% -$509 ﹤0.01% 544
2025
Q1 		$16.4K Sell
283
-950
-77% -$52.6K ﹤0.01% 502
2024
Q4 		$65.8K Buy
1,233
+959
+350% +$55.9K 0.01% 296
2024
Q3 		$17.4K Hold
274
– – ﹤0.01% 466
2024
Q2 		$14.5K Sell
274
-285
-51% -$15.2K ﹤0.01% 485
2024
Q1 		$30.2K Buy
559
+4
+0.7% +$217 0.01% 376
2023
Q4 		$31.9K Buy
555
+4
+0.7% +$210 0.01% 351
2023
Q3 		$27.5K Buy
551
+4
+0.7% +$230 0.01% 363
2023
Q2 		$32.7K Buy
547
+3
+0.6% +$183 0.01% 344
2023
Q1 		$34.4K Buy
544
+277
+104% +$17.9K 0.01% 333
2022
Q4 		$16.9K Buy
267
+4
+2% +$248 ﹤0.01% 435
2022
Q3 		$15K Buy
263
+3
+1% +$207 ﹤0.01% 442
2022
Q2 		$17K Buy
260
+2
+0.8% +$137 0.01% 412
2022
Q1 		$17K Buy
258
+3
+1% +$204 ﹤0.01% 496
2021
Q4 		$18K Sell
255
-5
-2% -$344 ﹤0.01% 459
2021
Q3 		$16K Buy
260
+1
+0.4% +$68 ﹤0.01% 490
2021
Q2 		$16K Hold
259
– – ﹤0.01% 491
2021
Q1 		$15K Sell
259
-5
-2% -$296 ﹤0.01% 447
2020
Q4 		$16K Buy
+264
New +$15.6K ﹤0.01% 440

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

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

SOA Wealth Advisors held its Realty Income (O) position steady in Q2 2026 at 321 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

SOA Wealth Advisors first reported a position in O in Q4 2020 and has held it in 23 quarters since. The position peaked at $65.8K in Q4 2024. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • SOA Wealth Advisors held 321 shares of Realty Income worth $19.9K as of Q2 2026.
  • SOA Wealth Advisors left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #518 holding.
  • SOA Wealth Advisors first reported a position in Realty Income in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Realty Income position peaked at $65.8K in Q4 2024.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.