VWMG
O icon

Virginia Wealth Management Group’s Realty Income O Stock Holding History

Virginia Wealth Management Group’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 		$3.52M Buy
56,820
+824
+1% +$51.4K 1.75% 34
2026
Q1 		$3.43M Buy
55,996
+1,264
+2% +$79.1K 1.83% 33
2025
Q4 		$3.09M Sell
54,732
-506
-0.9% -$29.3K 1.8% 32
2025
Q3 		$3.36M Buy
55,238
+2,029
+4% +$118K 1.93% 29
2025
Q2 		$3.07M Buy
53,209
+382
+0.7% +$21.6K 1.86% 32
2025
Q1 		$3.06M Buy
52,827
+2,137
+4% +$118K 1.89% 31
2024
Q4 		$2.71M Buy
50,690
+1,055
+2% +$61.4K 1.68% 31
2024
Q3 		$3.15M Buy
49,635
+15,268
+44% +$909K 1.97% 31
2024
Q2 		$1.82M Sell
34,367
-286
-0.8% -$15.3K 1.49% 33
2024
Q1 		$1.87M Buy
34,653
+5,126
+17% +$278K 1.53% 33
2023
Q4 		$1.7M Sell
29,527
-11,527
-28% -$605K 1.48% 32
2023
Q3 		$2.05M Buy
41,054
+866
+2% +$49.8K 1.39% 35
2023
Q2 		$2.4M Buy
40,188
+128
+0.3% +$7.81K 1.65% 31
2023
Q1 		$2.54M Buy
40,060
+2,983
+8% +$193K 1.74% 30
2022
Q4 		$2.35M Sell
37,077
-5,752
-13% -$357K 1.63% 32
2022
Q3 		$2.49M Buy
42,829
+4,499
+12% +$310K 1.86% 25
2022
Q2 		$2.62M Buy
38,330
+14,613
+62% +$1M 2.51% 12
2022
Q1 		$1.69M Buy
23,717
+1,961
+9% +$133K 1.51% 36
2021
Q4 		$1.56M Buy
+21,756
New +$1.5M 1.4% 38

Other funds holding O

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Virginia Wealth Management Group's O Position: Q2 2026 in Review

Virginia Wealth Management Group increased its Realty Income (O) stake by 1.5% in Q2 2026, buying an estimated $51.4K and bringing the position to 56,820 shares worth $3.52M. The position accounts for 1.75% of the portfolio, ranked #34.

Virginia Wealth Management Group first reported a position in O in Q4 2021 and has held it in 19 quarters since. 419 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Virginia Wealth Management Group held 56,820 shares of Realty Income worth $3.52M as of Q2 2026.
  • Virginia Wealth Management Group bought 824 Realty Income shares in Q2 2026, an estimated $51.4K.
  • Realty Income made up 1.75% of Virginia Wealth Management Group's portfolio in Q2 2026, its #34 holding.
  • Virginia Wealth Management Group first reported a position in Realty Income in Q4 2021 and has held it in 19 quarters since.
  • 419 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Virginia Wealth Management Group's 13F filing for Q2 2026, filed 22 Jul 2026.