SteelPeak Wealth’s Realty Income O Stock Holding History

SteelPeak 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	$743K	Buy	+11,933	New	+$744K	0.02%	361
2026 Q1	–	Sell	-14,579	Closed	-$826K	–	626
2025 Q4	$826K	Sell	14,579 -1,411	-9%	-$81.7K	0.03%	295
2025 Q3	$972K	Buy	15,990 +218	+1%	+$12.7K	0.03%	292
2025 Q2	$909K	Buy	+15,772	New	+$892K	0.04%	276
2025 Q1	–	Sell	-90,995	Closed	-$4.86M	–	649
2024 Q4	$4.86M	Buy	90,995 +75,916	+503%	+$4.42M	0.2%	95
2024 Q3	$956K	Buy	+15,079	New	+$897K	0.04%	237
2024 Q2	–	Sell	-13,920	Closed	-$757K	–	588
2024 Q1	$757K	Sell	13,920 -392	-3%	-$21.2K	0.04%	250
2023 Q4	$825K	Sell	14,312 -10,124	-41%	-$531K	0.05%	229
2023 Q3	$1.23M	Buy	24,436 +3,905	+19%	+$225K	0.08%	171
2023 Q2	$1.23M	Buy	+20,531	New	+$1.25M	0.07%	168
2022 Q4	–	Sell	-4,198	Closed	-$245K	–	463
2022 Q3	$245K	Buy	+4,198	New	+$289K	0.02%	345
2022 Q2	–	Sell	-3,558	Closed	-$247K	–	456
2022 Q1	$247K	Buy	+3,558	New	+$242K	0.01%	371

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SteelPeak Wealth's O Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Realty Income (O) in Q2 2026: 11,933 shares worth $743K. The stake represents 0.02% of the portfolio and ranks #361 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in O as recently as Q4 2025.

SteelPeak Wealth first reported a position in O in Q1 2022 and has held it in 12 quarters since. The position peaked at $4.86M in Q4 2024. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

SteelPeak Wealth held 11,933 shares of Realty Income worth $743K as of Q2 2026.
Realty Income was a new SteelPeak Wealth position in Q2 2026.
Realty Income made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #361 holding.
SteelPeak Wealth first reported a position in Realty Income in Q1 2022 and has held it in 12 quarters since.
SteelPeak Wealth's Realty Income position peaked at $4.86M in Q4 2024.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.