Wealth Alliance
O icon

Wealth Alliance’s Realty Income O Stock Holding History

Wealth Alliance’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
Q3 		$527K Sell
9,712
-949
-9% -$58.5K 0.04% 301
2026
Q2 		$661K Sell
10,661
-2,443
-19% -$152K 0.06% 258
2026
Q1 		$802K Sell
13,104
-8,089
-38% -$506K 0.08% 217
2025
Q4 		$1.19M Sell
21,193
-4,105
-16% -$238K 0.12% 157
2025
Q3 		$1.54M Sell
25,298
-2,981
-11% -$174K 0.16% 125
2025
Q2 		$1.63M Buy
28,279
+792
+3% +$44.8K 0.18% 111
2025
Q1 		$1.59M Buy
27,487
+316
+1% +$17.5K 0.19% 103
2024
Q4 		$1.45M Sell
27,171
-1,115
-4% -$64.9K 0.17% 114
2024
Q3 		$1.79M Buy
28,286
+162
+0.6% +$9.6K 0.21% 96
2024
Q2 		$1.49M Buy
28,124
+7,103
+34% +$379K 0.19% 102
2024
Q1 		$1.14M Sell
21,021
-932
-4% -$50.5K 0.15% 142
2023
Q4 		$1.26M Buy
21,953
+4,476
+26% +$235K 0.18% 115
2023
Q3 		$873K Buy
17,477
+1,163
+7% +$66.9K 0.14% 151
2023
Q2 		$975K Buy
16,314
+260
+2% +$15.9K 0.15% 143
2023
Q1 		$1.02M Buy
16,054
+984
+7% +$63.8K 0.16% 133
2022
Q4 		$956K Buy
15,070
+685
+5% +$42.5K 0.17% 139
2022
Q3 		$837K Buy
14,385
+546
+4% +$37.6K 0.17% 137
2022
Q2 		$944K Buy
13,839
+866
+7% +$59.5K 0.18% 135
2022
Q1 		$899K Buy
12,973
+1,040
+9% +$70.7K 0.18% 130
2021
Q4 		$854K Sell
11,933
-41
-0.3% -$2.82K 0.17% 133
2021
Q3 		$753K Buy
11,974
+2,194
+22% +$148K 0.17% 138
2021
Q2 		$632K Buy
9,780
+6,431
+192% +$423K 0.15% 159
2021
Q1 		$206K Sell
3,349
-1,315
-28% -$77.9K 0.06% 368
2020
Q4 		$281K Buy
4,664
+117
+3% +$6.92K 0.08% 296
2020
Q3 		$268K Buy
4,547
+65
+1% +$3.84K 0.1% 259
2020
Q2 		$258K Buy
4,482
+98
+2% +$5.22K 0.1% 248
2020
Q1 		$212K Buy
+4,384
New +$305K 0.11% 213

Other funds holding O

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Alliance's O Position: Q3 2026 in Review

Wealth Alliance reduced its Realty Income (O) stake by 8.9% in Q3 2026, selling an estimated $58.5K and leaving 9,712 shares worth $527K. The position accounts for 0.04% of the portfolio, ranked #301.

Wealth Alliance first reported a position in O in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.79M in Q3 2024. 1,240 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Wealth Alliance held 9,712 shares of Realty Income worth $527K as of Q3 2026.
  • Wealth Alliance sold 949 Realty Income shares in Q3 2026, an estimated $58.5K.
  • Realty Income made up 0.04% of Wealth Alliance's portfolio in Q3 2026, its #301 holding.
  • Wealth Alliance first reported a position in Realty Income in Q1 2020 and has held it in 27 quarters since.
  • Wealth Alliance's Realty Income position peaked at $1.79M in Q3 2024.
  • 1,240 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.