WBH Advisory’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$236K Buy
3,816
+75
+2% +$4.68K 0.02% 343
2026
Q1
$231K Buy
+3,741
New +$234K 0.02% 335
2024
Q1
Sell
-3,530
Closed -$203K 316
2023
Q4
$203K Buy
+3,530
New +$185K 0.02% 300
2023
Q2
Sell
-4,017
Closed -$254K 306
2023
Q1
$254K Buy
+4,017
New +$260K 0.03% 272
2022
Q3
$213K Buy
+3,655
New +$252K 0.03% 275
2022
Q2
Sell
-2,891
Closed -$210K 318
2022
Q1
$210K Buy
2,891
+4
+0.1% +$272 0.03% 298
2021
Q4
$207K Buy
+2,887
New +$199K 0.02% 303

Other funds holding O

WBH Advisory's O Position: Q2 2026 in Review

WBH Advisory increased its Realty Income (O) stake by 2% in Q2 2026, buying an estimated $4.68K and bringing the position to 3,816 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #343.

WBH Advisory first reported a position in O in Q4 2021 and has held it in 7 quarters since. The position peaked at $254K in Q1 2023. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • WBH Advisory held 3,816 shares of Realty Income worth $236K as of Q2 2026.
  • WBH Advisory bought 75 Realty Income shares in Q2 2026, an estimated $4.68K.
  • Realty Income made up 0.02% of WBH Advisory's portfolio in Q2 2026, its #343 holding.
  • WBH Advisory first reported a position in Realty Income in Q4 2021 and has held it in 7 quarters since.
  • WBH Advisory's Realty Income position peaked at $254K in Q1 2023.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.