Trueblood Wealth Management’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$485K Buy
7,824
+51
+0.7% +$3.18K 0.17% 161
2026
Q1
$476K Sell
7,773
-17
-0.2% -$1.06K 0.19% 156
2025
Q4
$439K Sell
7,790
-47
-0.6% -$2.72K 0.17% 164
2025
Q3
$476K Sell
7,837
-30
-0.4% -$1.75K 0.19% 157
2025
Q2
$453K Hold
7,867
0.19% 153
2025
Q1
$456K Buy
7,867
+87
+1% +$4.82K 0.21% 138
2024
Q4
$416K Buy
7,780
+296
+4% +$17.2K 0.2% 152
2024
Q3
$475K Buy
7,484
+251
+3% +$14.9K 0.24% 128
2024
Q2
$382K Hold
7,233
0.22% 136
2024
Q1
$391K Hold
7,233
0.22% 129
2023
Q4
$415K Buy
+7,233
New +$380K 0.26% 116

Other funds holding O

Trueblood Wealth Management's O Position: Q2 2026 in Review

Trueblood Wealth Management increased its Realty Income (O) stake by 0.66% in Q2 2026, buying an estimated $3.18K and bringing the position to 7,824 shares worth $485K. The position accounts for 0.17% of the portfolio, ranked #161.

Trueblood Wealth Management first reported a position in O in Q4 2023 and has held it in 11 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Trueblood Wealth Management held 7,824 shares of Realty Income worth $485K as of Q2 2026.
  • Trueblood Wealth Management bought 51 Realty Income shares in Q2 2026, an estimated $3.18K.
  • Realty Income made up 0.17% of Trueblood Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Trueblood Wealth Management first reported a position in Realty Income in Q4 2023 and has held it in 11 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.