WETS
O icon

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

Wealth Enhancement Trust 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 		$19.7K Buy
318
+183
+136% +$11.4K ﹤0.01% 627
2026
Q1 		$8.26K Sell
135
-150
-53% -$9.39K ﹤0.01% 601
2025
Q4 		$16.1K Buy
+285
New +$16.5K ﹤0.01% 535

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealth Enhancement Trust Services's O Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Realty Income (O) stake by 136% in Q2 2026, buying an estimated $11.4K and bringing the position to 318 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Wealth Enhancement Trust Services first reported a position in O in Q4 2025 and has held it in 3 quarters since. 1,211 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Wealth Enhancement Trust Services held 318 shares of Realty Income worth $19.7K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 183 Realty Income shares in Q2 2026, an estimated $11.4K.
  • Realty Income made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #627 holding.
  • Wealth Enhancement Trust Services first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • 1,211 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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