TWD
O icon

True Wealth Design’s Realty Income O Stock Holding History

True Wealth Design’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 		$3.47K Sell
56
-82
-59% -$5.11K ﹤0.01% 1480
2026
Q1 		$8.44K Buy
138
+94
+214% +$5.88K ﹤0.01% 1034
2025
Q4 		$2.48K Sell
44
-4
-8% -$232 ﹤0.01% 1370
2025
Q3 		$2.92K Hold
48
– – ﹤0.01% 1322
2025
Q2 		$2.77K Buy
48
+17
+55% +$961 ﹤0.01% 1039
2025
Q1 		$1.8K Buy
31
+17
+121% +$941 ﹤0.01% 1046
2024
Q4 		$749 Buy
+14
New +$815 ﹤0.01% 1013

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

True Wealth Design's O Position: Q2 2026 in Review

True Wealth Design reduced its Realty Income (O) stake by 59% in Q2 2026, selling an estimated $5.11K and leaving 56 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

True Wealth Design first reported a position in O in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.44K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • True Wealth Design held 56 shares of Realty Income worth $3.47K as of Q2 2026.
  • True Wealth Design sold 82 Realty Income shares in Q2 2026, an estimated $5.11K.
  • Realty Income made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1480 holding.
  • True Wealth Design first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Realty Income position peaked at $8.44K in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.