WMA
O icon

Wealth Management Associates’s Realty Income O Stock Holding History

Wealth Management Associates’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 		$333K Buy
5,440
+175
+3% +$11K 0.11% 164
2025
Q4 		$297K Buy
5,265
+375
+8% +$21.7K 0.1% 182
2025
Q3 		$297K Hold
4,890
– – 0.11% 172
2025
Q2 		$282K Buy
4,890
+200
+4% +$11.3K 0.11% 171
2025
Q1 		$272K Buy
4,690
+60
+1% +$3.32K 0.12% 170
2024
Q4 		$247K Buy
4,630
+954
+26% +$55.6K 0.11% 177
2024
Q3 		$233K Buy
+3,676
New +$219K 0.1% 183
2023
Q2 		– Sell
-3,517
Closed -$223K – 199
2023
Q1 		$223K Hold
3,517
– – 0.14% 170
2022
Q4 		$223K Hold
3,517
– – 0.15% 163
2022
Q3 		$205K Hold
3,517
– – 0.14% 162
2022
Q2 		$240K Buy
3,517
+65
+2% +$4.46K 0.16% 150
2022
Q1 		$239K Buy
3,452
+95
+3% +$6.46K 0.14% 171
2021
Q4 		$240K Sell
3,357
-76
-2% -$5.23K 0.13% 171
2021
Q3 		$216K Buy
3,433
+113
+3% +$7.63K 0.13% 178
2021
Q2 		$215K Buy
+3,320
New +$218K 0.12% 185
2019
Q2 		– Sell
-4,512
Closed -$322K – 102
2019
Q1 		$322K Hold
4,512
– – 0.35% 66
2018
Q4 		$276K Buy
+4,512
New +$269K 0.37% 60

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealth Management Associates's O Position: Q1 2026 in Review

Wealth Management Associates increased its Realty Income (O) stake by 3.3% in Q1 2026, buying an estimated $11K and bringing the position to 5,440 shares worth $333K. The position accounts for 0.11% of the portfolio, ranked #164.

Wealth Management Associates first reported a position in O in Q4 2018 and has held it in 17 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Wealth Management Associates held 5,440 shares of Realty Income worth $333K as of Q1 2026.
  • Wealth Management Associates bought 175 Realty Income shares in Q1 2026, an estimated $11K.
  • Realty Income made up 0.11% of Wealth Management Associates's portfolio in Q1 2026, its #164 holding.
  • Wealth Management Associates first reported a position in Realty Income in Q4 2018 and has held it in 17 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.