RAFFA WEALTH MANAGEMENT, LLC’s Realty Income O Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$6.01K	Buy	97 +24	+33%	+$1.5K	﹤0.01%	548
2026 Q1	$4.47K	Hold	73	–	–	﹤0.01%	557
2025 Q4	$4.12K	Hold	73	–	–	﹤0.01%	555
2025 Q3	$4.44K	Buy	73 +16	+28%	+$932	﹤0.01%	509
2025 Q2	$3.28K	Hold	57	–	–	﹤0.01%	583
2025 Q1	$3.31K	Hold	57	–	–	﹤0.01%	513
2024 Q4	$3.04K	Hold	57	–	–	﹤0.01%	561
2024 Q3	$3.62K	Hold	57	–	–	﹤0.01%	487
2024 Q2	$3.01K	Hold	57	–	–	﹤0.01%	627
2024 Q1	$3.08K	Hold	57	–	–	﹤0.01%	600
2023 Q4	$3.27K	Hold	57	–	–	﹤0.01%	478
2023 Q3	$2.85K	Hold	57	–	–	﹤0.01%	495
2023 Q2	$3.41K	Hold	57	–	–	﹤0.01%	465
2023 Q1	$3.61K	Hold	57	–	–	﹤0.01%	459
2022 Q4	$3.62K	Sell	57 -44	-44%	-$2.73K	﹤0.01%	443
2022 Q3	$5.88K	Hold	101	–	–	﹤0.01%	357
2022 Q2	$6.89K	Hold	101	–	–	﹤0.01%	328
2022 Q1	$7K	Sell	101 -2	-2%	-$136	﹤0.01%	345
2021 Q4	$7.37K	Buy	103 +38	+58%	+$2.61K	﹤0.01%	352
2021 Q3	$4.09K	Hold	65	–	–	﹤0.01%	422
2021 Q2	$4.21K	Hold	65	–	–	﹤0.01%	422
2021 Q1	$4K	Buy	65 +14	+27%	+$829	﹤0.01%	455
2020 Q4	$3.05K	Buy	51 +21	+70%	+$1.24K	﹤0.01%	451
2020 Q3	$1.76K	Buy	30 +6	+25%	+$355	﹤0.01%	518
2020 Q2	$1.37K	Sell	24 -36	-60%	-$1.92K	﹤0.01%	571
2020 Q1	$2.89K	Buy	60 +36	+150%	+$2.51K	﹤0.01%	355
2019 Q4	$1.69K	Hold	24	–	–	﹤0.01%	434
2019 Q3	$1.76K	Buy	+24	New	+$1.68K	﹤0.01%	422
2019 Q2	–	Sell	-24	Closed	-$1.69K	–	1185
2019 Q1	$1.69K	Hold	24	–	–	﹤0.01%	393
2018 Q4	$1.45K	Hold	24	–	–	﹤0.01%	414
2018 Q3	$1.31K	Hold	24	–	–	﹤0.01%	487
2018 Q2	$1.24K	Hold	24	–	–	﹤0.01%	481
2018 Q1	$1.19K	Buy	+24	New	+$1.2K	﹤0.01%	470

Other funds holding O

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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) 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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's O Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Realty Income (O) stake by 33% in Q2 2026, buying an estimated $1.5K and bringing the position to 97 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in O in Q1 2018 and has held it in 33 quarters since. The position peaked at $7.37K in Q4 2021. 498 funds tracked by Wall St. Rank hold O as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 97 shares of Realty Income worth $6.01K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 24 Realty Income shares in Q2 2026, an estimated $1.5K.
Realty Income made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #548 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Realty Income in Q1 2018 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Realty Income position peaked at $7.37K in Q4 2021.
498 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.