Total Clarity Wealth Management’s Realty Income O Stock Holding History

Total Clarity 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	$215K	Buy	+3,471	New	+$216K	0.04%	341
2022 Q4	–	Sell	-8,873	Closed	-$516K	–	250
2022 Q3	$516K	Sell	8,873 -151	-2%	-$10.4K	0.32%	83
2022 Q2	$616K	Sell	9,024 -781	-8%	-$53.7K	0.32%	74
2022 Q1	$679K	Sell	9,805 -27	-0.3%	-$1.84K	0.37%	70
2021 Q4	$704K	Sell	9,832 -323	-3%	-$22.2K	0.32%	81
2021 Q3	$638K	Buy	+10,155	New	+$686K	0.3%	86
2021 Q2	–	Sell	-320	Closed	-$20K	–	557
2021 Q1	$20K	Buy	+320	New	+$19K	0.01%	461

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

Total Clarity Wealth Management's O Position: Q2 2026 in Review

Total Clarity Wealth Management opened a new position in Realty Income (O) in Q2 2026: 3,471 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #341 among its holdings. This is a return to the name: Total Clarity Wealth Management previously reported a position in O as recently as Q3 2022.

Total Clarity Wealth Management first reported a position in O in Q1 2021 and has held it in 7 quarters since. The position peaked at $704K in Q4 2021. 1,460 funds tracked by Wall St. Rank hold O as of Q2 2026.

Total Clarity Wealth Management held 3,471 shares of Realty Income worth $215K as of Q2 2026.
Realty Income was a new Total Clarity Wealth Management position in Q2 2026.
Realty Income made up 0.04% of Total Clarity Wealth Management's portfolio in Q2 2026, its #341 holding.
Total Clarity Wealth Management first reported a position in Realty Income in Q1 2021 and has held it in 7 quarters since.
Total Clarity Wealth Management's Realty Income position peaked at $704K in Q4 2021.
1,460 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.