SWA
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Strategic Wealth Advisors’s Realty Income O Stock Holding History

Strategic 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 		$114K Hold
2,025
– – 0.1% 66
2026
Q1 		$123K Hold
2,025
– – 0.1% 63
2025
Q4 		$114K Buy
+2,025
New +$117K 0.1% 66

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

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

Strategic Wealth Advisors held its Realty Income (O) position steady in Q2 2026 at 2,025 shares worth $114K. The position accounts for 0.1% of the portfolio, ranked #66.

Strategic Wealth Advisors first reported a position in O in Q4 2025 and has held it in 3 quarters since. The position peaked at $123K in Q1 2026. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Strategic Wealth Advisors held 2,025 shares of Realty Income worth $114K as of Q2 2026.
  • Strategic Wealth Advisors left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up 0.1% of Strategic Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Strategic Wealth Advisors first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Advisors's Realty Income position peaked at $123K in Q1 2026.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.