SWP
O icon

Strategic Wealth Partners’s Realty Income O Stock Holding History

Strategic Wealth Partners’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 		$143K Sell
2,307
-141
-6% -$8.79K 0.01% 351
2026
Q1 		$150K Sell
2,448
-5
-0.2% -$313 0.01% 337
2025
Q4 		$138K Buy
2,453
+753
+44% +$43.6K 0.01% 365
2025
Q3 		$103K Hold
1,700
– – 0.01% 433
2025
Q2 		$97.9K Buy
+1,700
New +$96.1K 0.01% 397
2021
Q4 		– Sell
-4,172
Closed -$262K – 295
2021
Q3 		$262K Buy
+4,172
New +$282K 0.08% 209
2019
Q4 		– Sell
-576
Closed -$42 – 380
2019
Q3 		$42 Buy
576
+2
+0.3% +$140 ﹤0.01% 307
2019
Q2 		$38K Buy
574
+1
+0.2% +$68 0.02% 254
2019
Q1 		$40K Buy
573
+209
+57% +$13.8K 0.02% 258
2018
Q4 		$23K Buy
364
+12
+3% +$717 0.01% 317
2018
Q3 		$19K Sell
352
-162
-32% -$8.92K 0.01% 357
2018
Q2 		$27K Sell
514
-15,733
-97% -$797K 0.02% 333
2018
Q1 		$814K Sell
16,247
-10,351
-39% -$516K 0.42% 84
2017
Q4 		$1.45M Buy
+26,598
New +$1.44M 0.8% 32

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

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

Strategic Wealth Partners reduced its Realty Income (O) stake by 5.8% in Q2 2026, selling an estimated $8.79K and leaving 2,307 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #351.

Strategic Wealth Partners first reported a position in O in Q4 2017 and has held it in 14 quarters since. The position peaked at $1.45M in Q4 2017. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Strategic Wealth Partners held 2,307 shares of Realty Income worth $143K as of Q2 2026.
  • Strategic Wealth Partners sold 141 Realty Income shares in Q2 2026, an estimated $8.79K.
  • Realty Income made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #351 holding.
  • Strategic Wealth Partners first reported a position in Realty Income in Q4 2017 and has held it in 14 quarters since.
  • Strategic Wealth Partners's Realty Income position peaked at $1.45M in Q4 2017.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.