TWP
O icon

Tempus Wealth Planning’s Realty Income O Stock Holding History

Tempus Wealth Planning’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 		$1.34M Buy
21,682
+4,961
+30% +$309K 0.26% 102
2026
Q1 		$1.02M Buy
16,721
+10,012
+149% +$627K 0.24% 118
2025
Q4 		$378K Sell
6,709
-588
-8% -$34K 0.09% 196
2025
Q3 		$444K Buy
7,297
+1,229
+20% +$71.6K 0.1% 188
2025
Q2 		$350K Buy
6,068
+350
+6% +$19.8K 0.09% 192
2025
Q1 		$332K Buy
+5,718
New +$317K 0.1% 193

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

Tempus Wealth Planning's O Position: Q2 2026 in Review

Tempus Wealth Planning increased its Realty Income (O) stake by 30% in Q2 2026, buying an estimated $309K and bringing the position to 21,682 shares worth $1.34M. The position accounts for 0.26% of the portfolio, ranked #102.

Tempus Wealth Planning first reported a position in O in Q1 2025 and has held it in 6 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Tempus Wealth Planning held 21,682 shares of Realty Income worth $1.34M as of Q2 2026.
  • Tempus Wealth Planning bought 4,961 Realty Income shares in Q2 2026, an estimated $309K.
  • Realty Income made up 0.26% of Tempus Wealth Planning's portfolio in Q2 2026, its #102 holding.
  • Tempus Wealth Planning first reported a position in Realty Income in Q1 2025 and has held it in 6 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.