VERPA
O icon

Virginia Estate & Retirement Planning Advisors’s Realty Income O Stock Holding History

Virginia Estate & Retirement Planning 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 		$22.3K Buy
360
+1
+0.3% +$62 0.03% 82
2026
Q1 		$22K Buy
+359
New +$22.5K 0.04% 64

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

Virginia Estate & Retirement Planning Advisors's O Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors increased its Realty Income (O) stake by 0.28% in Q2 2026, buying an estimated $62 and bringing the position to 360 shares worth $22.3K. The position accounts for 0.03% of the portfolio, ranked #82.

Virginia Estate & Retirement Planning Advisors first reported a position in O in Q1 2026 and has held it in 2 quarters since. 1,439 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 360 shares of Realty Income worth $22.3K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors bought 1 Realty Income share in Q2 2026, an estimated $62.
  • Realty Income made up 0.03% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #82 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Realty Income in Q1 2026 and has held it in 2 quarters since.
  • 1,439 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.