Turtle Creek Wealth Advisors’s Realty Income O Stock Holding History

Turtle Creek 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	$379K	Buy	6,116 +1,339	+28%	+$83.5K	0.02%	310
2026 Q1	$292K	Buy	4,777 +844	+21%	+$52.8K	0.02%	320
2025 Q4	$222K	Sell	3,933 -1,051	-21%	-$60.9K	0.02%	365
2025 Q3	$303K	Buy	+4,984	New	+$290K	0.03%	272
2024 Q1	–	Sell	-1,445	Closed	-$83K	–	614
2023 Q4	$83K	Buy	+1,445	New	+$75.9K	0.02%	215

Other funds holding O

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Turtle Creek Wealth Advisors's O Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Realty Income (O) stake by 28% in Q2 2026, buying an estimated $83.5K and bringing the position to 6,116 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #310.

Turtle Creek Wealth Advisors first reported a position in O in Q4 2023 and has held it in 5 quarters since. 718 funds tracked by Wall St. Rank hold O as of Q2 2026.

Turtle Creek Wealth Advisors held 6,116 shares of Realty Income worth $379K as of Q2 2026.
Turtle Creek Wealth Advisors bought 1,339 Realty Income shares in Q2 2026, an estimated $83.5K.
Realty Income made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #310 holding.
Turtle Creek Wealth Advisors first reported a position in Realty Income in Q4 2023 and has held it in 5 quarters since.
718 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.