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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WCG Wealth Advisors's O Position: Q1 2026 in Review

WCG Wealth Advisors increased its Realty Income (O) stake by 0.83% in Q1 2026, buying an estimated $6.2K and bringing the position to 12,000 shares worth $734K. The position accounts for 0.02% of the portfolio, ranked #415.

WCG Wealth Advisors first reported a position in O in Q3 2022 and has held it in 3 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

WCG Wealth Advisors held 12,000 shares of Realty Income worth $734K as of Q1 2026.
WCG Wealth Advisors bought 99 Realty Income shares in Q1 2026, an estimated $6.2K.
Realty Income made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #415 holding.
WCG Wealth Advisors first reported a position in Realty Income in Q3 2022 and has held it in 3 quarters since.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.