SVWAG
O icon

Sound View Wealth Advisors Group’s Realty Income O Stock Holding History

Sound View Wealth Advisors Group’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 		$605K Buy
9,762
+1,267
+15% +$79K 0.04% 258
2026
Q1 		$520K Buy
8,495
+454
+6% +$28.4K 0.04% 266
2025
Q4 		$453K Buy
8,041
+390
+5% +$22.6K 0.03% 283
2025
Q3 		$465K Sell
7,651
-134
-2% -$7.81K 0.03% 278
2025
Q2 		$448K Buy
7,785
+279
+4% +$15.8K 0.03% 282
2025
Q1 		$435K Buy
7,506
+792
+12% +$43.8K 0.04% 275
2024
Q4 		$359K Buy
6,714
+138
+2% +$8.04K 0.03% 307
2024
Q3 		$417K Buy
6,576
+2,740
+71% +$163K 0.03% 286
2024
Q2 		$203K Buy
3,836
+77
+2% +$4.11K 0.02% 350
2024
Q1 		$203K Sell
3,759
-339
-8% -$18.4K 0.02% 359
2023
Q4 		$235K Sell
4,098
-116
-3% -$6.09K 0.03% 348
2023
Q3 		$210K Buy
4,214
+458
+12% +$26.3K 0.03% 346
2023
Q2 		$225K Buy
3,756
+111
+3% +$6.77K 0.03% 336
2023
Q1 		$231K Sell
3,645
-453
-11% -$29.4K 0.03% 326
2022
Q4 		$235K Buy
+4,098
New +$254K 0.03% 348
2019
Q4 		– Sell
-2,857
Closed -$212K – 241
2019
Q3 		$212K Buy
+2,857
New +$200K 0.06% 230

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Sound View Wealth Advisors Group's O Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Realty Income (O) stake by 15% in Q2 2026, buying an estimated $79K and bringing the position to 9,762 shares worth $605K. The position accounts for 0.04% of the portfolio, ranked #258.

Sound View Wealth Advisors Group first reported a position in O in Q3 2019 and has held it in 16 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Sound View Wealth Advisors Group held 9,762 shares of Realty Income worth $605K as of Q2 2026.
  • Sound View Wealth Advisors Group bought 1,267 Realty Income shares in Q2 2026, an estimated $79K.
  • Realty Income made up 0.04% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #258 holding.
  • Sound View Wealth Advisors Group first reported a position in Realty Income in Q3 2019 and has held it in 16 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.