Trajan Wealth’s Realty Income O Stock Holding History
Bought
Maintained
Sold
Other funds holding O
Trajan Wealth's O Position: Q2 2026 in Review
Trajan Wealth reduced its Realty Income (O) stake by 23% in Q2 2026, selling an estimated $71K and leaving 3,895 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #138.
Trajan Wealth first reported a position in O in Q1 2024 and has held it in 8 quarters since. The position peaked at $308K in Q1 2026. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Trajan Wealth held 3,895 shares of Realty Income worth $241K as of Q2 2026.
- Trajan Wealth sold 1,139 Realty Income shares in Q2 2026, an estimated $71K.
- Realty Income made up 0.01% of Trajan Wealth's portfolio in Q2 2026, its #138 holding.
- Trajan Wealth first reported a position in Realty Income in Q1 2024 and has held it in 8 quarters since.
- Trajan Wealth's Realty Income position peaked at $308K in Q1 2026.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.