VA
O icon

VestGen Advisors’s Realty Income O Stock Holding History

VestGen 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 		$649K Buy
10,477
+155
+2% +$9.66K 0.02% 580
2026
Q1 		$645K Buy
10,322
+3,768
+57% +$236K 0.02% 585
2025
Q4 		$369K Buy
6,554
+2,391
+57% +$138K 0.02% 548
2025
Q3 		$253K Buy
4,163
+607
+17% +$35.4K 0.01% 636
2025
Q2 		$205K Buy
+3,556
New +$201K 0.01% 562

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

VestGen Advisors's O Position: Q2 2026 in Review

VestGen Advisors increased its Realty Income (O) stake by 1.5% in Q2 2026, buying an estimated $9.66K and bringing the position to 10,477 shares worth $649K. The position accounts for 0.02% of the portfolio, ranked #580.

VestGen Advisors first reported a position in O in Q2 2025 and has held it in 5 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • VestGen Advisors held 10,477 shares of Realty Income worth $649K as of Q2 2026.
  • VestGen Advisors bought 155 Realty Income shares in Q2 2026, an estimated $9.66K.
  • Realty Income made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #580 holding.
  • VestGen Advisors first reported a position in Realty Income in Q2 2025 and has held it in 5 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.