SWM
O icon

Spire Wealth Management’s Realty Income O Stock Holding History

Spire 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 		$336K Buy
5,423
+31
+0.6% +$1.93K 0.01% 645
2026
Q1 		$330K Sell
5,392
-32
-0.6% -$2K 0.01% 642
2025
Q4 		$306K Sell
5,424
-799
-13% -$46.3K 0.01% 674
2025
Q3 		$378K Buy
6,223
+1,717
+38% +$100K 0.01% 603
2025
Q2 		$260K Buy
4,506
+33
+0.7% +$1.87K 0.01% 696
2025
Q1 		$260K Buy
4,473
+476
+12% +$26.3K 0.01% 760
2024
Q4 		$213K Sell
3,997
-3,031
-43% -$177K 0.01% 800
2024
Q3 		$446K Buy
7,028
+293
+4% +$17.4K 0.02% 546
2024
Q2 		$356K Sell
6,735
-1,035
-13% -$55.3K 0.01% 566
2024
Q1 		$420K Buy
7,770
+1,652
+27% +$89.5K 0.01% 570
2023
Q4 		$346K Sell
6,118
-2,608
-30% -$137K 0.01% 608
2023
Q3 		$436K Sell
8,726
-2,315
-21% -$133K 0.02% 506
2023
Q2 		$660K Buy
11,041
+355
+3% +$21.7K 0.02% 431
2023
Q1 		$677K Buy
10,686
+459
+4% +$29.7K 0.03% 419
2022
Q4 		$649K Buy
10,227
+5,565
+119% +$346K 0.04% 305
2022
Q3 		$271K Sell
4,662
-13,598
-74% -$938K 0.02% 458
2022
Q2 		$1.25M Sell
18,260
-737
-4% -$50.6K 0.05% 289
2022
Q1 		$1.32M Buy
18,997
+1,682
+10% +$114K 0.04% 335
2021
Q4 		$1.24M Buy
17,315
+3,887
+29% +$267K 0.03% 410
2021
Q3 		$844K Buy
13,428
+61
+0.5% +$4.12K 0.02% 451
2021
Q2 		$865K Buy
13,367
+123
+0.9% +$8.08K 0.02% 463
2021
Q1 		$657K Buy
+13,244
New +$784K 0.02% 579

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

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

Spire Wealth Management increased its Realty Income (O) stake by 0.57% in Q2 2026, buying an estimated $1.93K and bringing the position to 5,423 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #645.

Spire Wealth Management first reported a position in O in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.32M in Q1 2022. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Spire Wealth Management held 5,423 shares of Realty Income worth $336K as of Q2 2026.
  • Spire Wealth Management bought 31 Realty Income shares in Q2 2026, an estimated $1.93K.
  • Realty Income made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #645 holding.
  • Spire Wealth Management first reported a position in Realty Income in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Realty Income position peaked at $1.32M in Q1 2022.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.