VWM
O icon

Vermillion Wealth Management’s Realty Income O Stock Holding History

Vermillion Wealth Management’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 		$11K Hold
177
– – ﹤0.01% 1077
2026
Q1 		$10.8K Hold
177
– – ﹤0.01% 386
2025
Q4 		$9.98K Hold
177
– – ﹤0.01% 379
2025
Q3 		$10.8K Hold
177
– – ﹤0.01% 1040
2025
Q2 		$10.2K Hold
177
– – ﹤0.01% 338
2025
Q1 		$10.3K Hold
177
– – ﹤0.01% 880
2024
Q4 		$9.45K Buy
+177
New +$10.3K ﹤0.01% 341

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

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

Vermillion Wealth Management held its Realty Income (O) position steady in Q2 2026 at 177 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Vermillion Wealth Management first reported a position in O in Q4 2024 and has held it in 7 quarters since. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Vermillion Wealth Management held 177 shares of Realty Income worth $11K as of Q2 2026.
  • Vermillion Wealth Management left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1077 holding.
  • Vermillion Wealth Management first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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