Wealth Enhancement Advisory Services
O icon

Wealth Enhancement Advisory Services’s Realty Income O Stock Holding History

Wealth Enhancement Advisory Services’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 		$47M Buy
750,135
+289,726
+63% +$18.1M 0.08% 221
2026
Q1 		$28.4M Sell
460,409
-289,240
-39% -$18.1M 0.06% 296
2025
Q4 		$43M Buy
749,649
+80,829
+12% +$4.68M 0.06% 290
2025
Q3 		$39.9M Buy
668,820
+394,050
+143% +$23M 0.06% 277
2025
Q2 		$15.8M Buy
274,770
+5,778
+2% +$327K 0.03% 493
2025
Q1 		$15.6M Buy
268,992
+15,593
+6% +$863K 0.03% 470
2024
Q4 		$13.5M Buy
253,399
+104,126
+70% +$6.06M 0.03% 481
2024
Q3 		$9.47M Buy
149,273
+10,287
+7% +$612K 0.02% 532
2024
Q2 		$7.34M Buy
138,986
+9,890
+8% +$528K 0.02% 576
2024
Q1 		$6.98M Buy
129,096
+25,743
+25% +$1.39M 0.02% 578
2023
Q4 		$5.93M Buy
103,353
+7,247
+8% +$380K 0.02% 564
2023
Q3 		$4.8M Buy
96,106
+79,809
+490% +$4.59M 0.02% 590
2023
Q2 		$974K Sell
16,297
-852
-5% -$52K 0.01% 266
2023
Q1 		$1.09M Buy
+17,149
New +$1.11M 0.01% 298

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 Enhancement Advisory Services's O Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Realty Income (O) stake by 63% in Q2 2026, buying an estimated $18.1M and bringing the position to 750,135 shares worth $47M. The position accounts for 0.08% of the portfolio, ranked #221.

Wealth Enhancement Advisory Services first reported a position in O in Q1 2023 and has held it in 14 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Wealth Enhancement Advisory Services held 750,135 shares of Realty Income worth $47M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 289,726 Realty Income shares in Q2 2026, an estimated $18.1M.
  • Realty Income made up 0.08% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #221 holding.
  • Wealth Enhancement Advisory Services first reported a position in Realty Income in Q1 2023 and has held it in 14 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.