Wealthcare Advisory Partners’s Realty Income O Stock Holding History

Wealthcare Advisory Partners’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	$2.19M	Sell	35,424 -6,969	-16%	-$434K	0.04%	340
2026 Q1	$2.59M	Buy	42,393 +10,115	+31%	+$633K	0.05%	313
2025 Q4	$1.82M	Sell	32,278 -5,415	-14%	-$314K	0.04%	384
2025 Q3	$2.29M	Buy	37,693 +5,318	+16%	+$310K	0.05%	312
2025 Q2	$1.87M	Buy	32,375 +10,106	+45%	+$571K	0.04%	342
2025 Q1	$1.29M	Buy	22,269 +2,066	+10%	+$114K	0.03%	389
2024 Q4	$1.08M	Buy	20,203 +3,414	+20%	+$199K	0.03%	402
2024 Q3	$1.06M	Buy	+16,789	New	+$999K	0.03%	406
2023 Q2	–	Sell	-5,504	Closed	-$349K	–	745
2023 Q1	$349K	Buy	5,504 +761	+16%	+$49.3K	0.02%	538
2022 Q4	$301K	Sell	4,743 -1,011	-18%	-$62.8K	0.01%	540
2022 Q3	$335K	Buy	5,754 +177	+3%	+$12.2K	0.02%	459
2022 Q2	$381K	Buy	5,577 +169	+3%	+$11.6K	0.02%	381
2022 Q1	$375K	Buy	5,408 +41	+0.8%	+$2.79K	0.02%	362
2021 Q4	$384K	Buy	+5,367	New	+$369K	0.02%	382
2021 Q2	–	Sell	-5,093	Closed	-$313K	–	1417
2021 Q1	$313K	Buy	+5,093	New	+$302K	0.02%	383
2020 Q4	–	Sell	-4,002	Closed	-$236K	–	449
2020 Q3	$236K	Buy	+4,002	New	+$237K	0.03%	308
2020 Q2	–	Sell	-4,343	Closed	-$210K	–	1034
2020 Q1	$210K	Sell	4,343 -384	-8%	-$26.7K	0.03%	258
2019 Q4	$337K	Sell	4,727 -87	-2%	-$6.48K	0.04%	223
2019 Q3	$358K	Buy	4,814 +5	+0.1%	+$351	0.05%	188
2019 Q2	$321K	Sell	4,809 -208	-4%	-$14.2K	0.05%	197
2019 Q1	$358K	Buy	5,017 +2,206	+78%	+$146K	0.06%	166
2018 Q4	$172K	Sell	2,811 -1,170	-29%	-$69.9K	0.03%	224
2018 Q3	$219K	Sell	3,981 -709	-15%	-$39K	0.04%	206
2018 Q2	$244K	Buy	4,690 +282	+6%	+$14.3K	0.05%	190
2018 Q1	$221K	Buy	4,408 +1,540	+54%	+$76.7K	0.05%	186
2017 Q4	$158K	Buy	2,868 +520	+22%	+$28.2K	0.04%	202
2017 Q3	$130K	Buy	+2,348	New	+$130K	0.04%	187

Other funds holding O

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealthcare Advisory Partners's O Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Realty Income (O) stake by 16% in Q2 2026, selling an estimated $434K and leaving 35,424 shares worth $2.19M. The position accounts for 0.04% of the portfolio, ranked #340.

Wealthcare Advisory Partners first reported a position in O in Q3 2017 and has held it in 27 quarters since. The position peaked at $2.59M in Q1 2026. 318 funds tracked by Wall St. Rank hold O as of Q2 2026.

Wealthcare Advisory Partners held 35,424 shares of Realty Income worth $2.19M as of Q2 2026.
Wealthcare Advisory Partners sold 6,969 Realty Income shares in Q2 2026, an estimated $434K.
Realty Income made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #340 holding.
Wealthcare Advisory Partners first reported a position in Realty Income in Q3 2017 and has held it in 27 quarters since.
Wealthcare Advisory Partners's Realty Income position peaked at $2.59M in Q1 2026.
318 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.