Tulsa Wealth Advisors’s Realty Income O Stock Holding History

Tulsa Wealth Advisors’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	$4.21M	Buy	68,014 +4,727	+7%	+$295K	0.59%	33
2026 Q1	$3.87M	Buy	+63,287	New	+$3.96M	0.68%	31

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

Tulsa Wealth Advisors's O Position: Q2 2026 in Review

Tulsa Wealth Advisors increased its Realty Income (O) stake by 7.5% in Q2 2026, buying an estimated $295K and bringing the position to 68,014 shares worth $4.21M. The position accounts for 0.59% of the portfolio, ranked #33.

Tulsa Wealth Advisors first reported a position in O in Q1 2026 and has held it in 2 quarters since. 1,448 funds tracked by Wall St. Rank hold O as of Q2 2026.

Tulsa Wealth Advisors held 68,014 shares of Realty Income worth $4.21M as of Q2 2026.
Tulsa Wealth Advisors bought 4,727 Realty Income shares in Q2 2026, an estimated $295K.
Realty Income made up 0.59% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Tulsa Wealth Advisors first reported a position in Realty Income in Q1 2026 and has held it in 2 quarters since.
1,448 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.