WPA
O icon

Wealth Preservation Advisors’s Realty Income O Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-1,639
Closed -$92.4K – 1146
2025
Q4 		$92.4K Sell
1,639
-1
-0.1% -$58 0.05% 144
2025
Q3 		$99.7K Hold
1,640
– – 0.06% 132
2025
Q2 		$94.5K Sell
1,640
-470
-22% -$26.6K 0.06% 137
2025
Q1 		$122K Buy
+2,110
New +$117K 0.09% 108

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Preservation Advisors's O Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Realty Income (O) in Q1 2026, closing a stake of 1,639 shares — an estimated $92.4K sold.

Wealth Preservation Advisors first reported a position in O in Q1 2025 and held it in 4 quarters. The position peaked at $122K in Q1 2025. 1,441 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 1,639 Realty Income shares in Q1 2026, an estimated $92.4K.
  • Wealth Preservation Advisors first reported a position in Realty Income in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Realty Income position peaked at $122K in Q1 2025.
  • 1,441 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.