Wealth Quarterback’s Realty Income O Stock Holding History

Wealth Quarterback’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	$484K	Buy	7,807 +9	+0.1%	+$561	0.15%	98
2026 Q1	$477K	Sell	7,798 -1,569	-17%	-$98.2K	0.19%	90
2025 Q4	$528K	Buy	9,367 +1,536	+20%	+$88.9K	0.19%	83
2025 Q3	$476K	Buy	7,831 +1,166	+17%	+$67.9K	0.18%	91
2025 Q2	$384K	Buy	6,665 +1,908	+40%	+$108K	0.18%	99
2025 Q1	$276K	Buy	4,757 +782	+20%	+$43.3K	0.16%	104
2024 Q4	$212K	Buy	3,975 +505	+15%	+$29.4K	0.1%	111
2024 Q3	$220K	Buy	+3,470	New	+$206K	0.11%	113
2021 Q3	$17K	Buy	260 +3	+1%	+$203	0.01%	385
2021 Q2	$17K	Buy	+257	New	+$16.9K	0.01%	379
2020 Q2	–	Sell	-611	Closed	-$29.5K	–	552
2020 Q1	$29.5K	Sell	611 -35,380	-98%	-$2.46M	0.03%	282
2019 Q4	$15.5K	Buy	+35,991	New	+$2.68M	0.01%	413

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wealth Quarterback's O Position: Q2 2026 in Review

Wealth Quarterback increased its Realty Income (O) stake by 0.12% in Q2 2026, buying an estimated $561 and bringing the position to 7,807 shares worth $484K. The position accounts for 0.15% of the portfolio, ranked #98.

Wealth Quarterback first reported a position in O in Q4 2019 and has held it in 12 quarters since. The position peaked at $528K in Q4 2025. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

Wealth Quarterback held 7,807 shares of Realty Income worth $484K as of Q2 2026.
Wealth Quarterback bought 9 Realty Income shares in Q2 2026, an estimated $561.
Realty Income made up 0.15% of Wealth Quarterback's portfolio in Q2 2026, its #98 holding.
Wealth Quarterback first reported a position in Realty Income in Q4 2019 and has held it in 12 quarters since.
Wealth Quarterback's Realty Income position peaked at $528K in Q4 2025.
1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.