VWA
O icon

Visionary Wealth Advisors’s Realty Income O Stock Holding History

Visionary 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 		$490K Sell
7,913
-309
-4% -$19.3K 0.02% 427
2026
Q1 		$503K Buy
8,222
+1,316
+19% +$82.4K 0.02% 398
2025
Q4 		$389K Buy
6,906
+512
+8% +$29.6K 0.02% 441
2025
Q3 		$389K Buy
6,394
+860
+16% +$50.1K 0.02% 439
2025
Q2 		$319K Buy
5,534
+465
+9% +$26.3K 0.02% 447
2025
Q1 		$294K Sell
5,069
-7
-0.1% -$387 0.02% 446
2024
Q4 		$271K Sell
5,076
-50
-1% -$2.91K 0.02% 460
2024
Q3 		$325K Buy
5,126
+63
+1% +$3.75K 0.02% 418
2024
Q2 		$267K Sell
5,063
-879
-15% -$46.9K 0.02% 431
2024
Q1 		$321K Sell
5,942
-113
-2% -$6.12K 0.02% 397
2023
Q4 		$348K Buy
6,055
+878
+17% +$46.1K 0.03% 369
2023
Q3 		$259K Sell
5,177
-198
-4% -$11.4K 0.02% 393
2023
Q2 		$321K Sell
5,375
-701
-12% -$42.8K 0.03% 356
2023
Q1 		$385K Buy
6,076
+501
+9% +$32.5K 0.03% 308
2022
Q4 		$354K Sell
5,575
-302
-5% -$18.8K 0.03% 290
2022
Q3 		$342K Sell
5,877
-173
-3% -$11.9K 0.04% 273
2022
Q2 		$413K Buy
6,050
+317
+6% +$21.8K 0.04% 269
2022
Q1 		$397K Buy
5,733
+431
+8% +$29.3K 0.03% 287
2021
Q4 		$380K Sell
5,302
-784
-13% -$53.9K 0.03% 264
2021
Q3 		$382K Buy
6,086
+400
+7% +$27K 0.04% 221
2021
Q2 		$368K Buy
5,686
+325
+6% +$21.4K 0.04% 242
2021
Q1 		$330K Sell
5,361
-1,193
-18% -$70.7K 0.03% 242
2020
Q4 		$395K Sell
6,554
-378
-5% -$22.3K 0.04% 207
2020
Q3 		$408K Sell
6,932
-20,247
-74% -$1.2M 0.06% 169
2020
Q2 		$1.57M Buy
27,179
+4,524
+20% +$241K 0.24% 97
2020
Q1 		$1.09M Buy
22,655
+1,137
+5% +$79.2K 0.21% 96
2019
Q4 		$1.53M Buy
+21,518
New +$1.6M 0.27% 80

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Visionary Wealth Advisors's O Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Realty Income (O) stake by 3.8% in Q2 2026, selling an estimated $19.3K and leaving 7,913 shares worth $490K. The position accounts for 0.02% of the portfolio, ranked #427.

Visionary Wealth Advisors first reported a position in O in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.57M in Q2 2020. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Visionary Wealth Advisors held 7,913 shares of Realty Income worth $490K as of Q2 2026.
  • Visionary Wealth Advisors sold 309 Realty Income shares in Q2 2026, an estimated $19.3K.
  • Realty Income made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #427 holding.
  • Visionary Wealth Advisors first reported a position in Realty Income in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's Realty Income position peaked at $1.57M in Q2 2020.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.