WCG Wealth Advisors’s Realty Income O Stock Holding History

WCG 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	$709K	Sell	11,439 -561	-5%	-$35K	0.02%	456
2026 Q1	$734K	Buy	12,000 +99	+0.8%	+$6.2K	0.02%	415
2025 Q4	$671K	Buy	+11,901	New	+$689K	0.02%	408
2022 Q4	–	Sell	-3,627	Closed	-$211K	–	244
2022 Q3	$211K	Buy	+3,627	New	+$250K	0.03%	272

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

WCG Wealth Advisors reduced its Realty Income (O) stake by 4.7% in Q2 2026, selling an estimated $35K and leaving 11,439 shares worth $709K. The position accounts for 0.02% of the portfolio, ranked #456.

WCG Wealth Advisors first reported a position in O in Q3 2022 and has held it in 4 quarters since. The position peaked at $734K in Q1 2026. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

WCG Wealth Advisors held 11,439 shares of Realty Income worth $709K as of Q2 2026.
WCG Wealth Advisors sold 561 Realty Income shares in Q2 2026, an estimated $35K.
Realty Income made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #456 holding.
WCG Wealth Advisors first reported a position in Realty Income in Q3 2022 and has held it in 4 quarters since.
WCG Wealth Advisors's Realty Income position peaked at $734K in Q1 2026.
1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.