WAP
O icon

Wealth Analytics Partners’s Realty Income O Stock Holding History

Wealth Analytics Partners’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 		$7.27M Buy
114,078
+391
+0.3% +$24.4K 2.64% 13
2026
Q1 		$6.96M Buy
113,687
+1,294
+1% +$81K 2.83% 12
2025
Q4 		$6.34M Buy
+112,393
New +$6.51M 2.48% 13

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealth Analytics Partners's O Position: Q2 2026 in Review

Wealth Analytics Partners increased its Realty Income (O) stake by 0.34% in Q2 2026, buying an estimated $24.4K and bringing the position to 114,078 shares worth $7.27M. The position accounts for 2.64% of the portfolio, ranked #13.

Wealth Analytics Partners first reported a position in O in Q4 2025 and has held it in 3 quarters since. 1,456 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Wealth Analytics Partners held 114,078 shares of Realty Income worth $7.27M as of Q2 2026.
  • Wealth Analytics Partners bought 391 Realty Income shares in Q2 2026, an estimated $24.4K.
  • Realty Income made up 2.64% of Wealth Analytics Partners's portfolio in Q2 2026, its #13 holding.
  • Wealth Analytics Partners first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • 1,456 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Wealth Analytics Partners's 13F filing for Q2 2026, filed 16 Jul 2026.