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WealthCollab’s Realty Income O Stock Holding History

WealthCollab’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 		$5.33K Sell
86
-2
-2% -$125 ﹤0.01% 707
2026
Q1 		$5.38K Sell
88
-7
-7% -$438 ﹤0.01% 668
2025
Q4 		$5.36K Buy
+95
New +$5.5K ﹤0.01% 714

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthCollab's O Position: Q2 2026 in Review

WealthCollab reduced its Realty Income (O) stake by 2.3% in Q2 2026, selling an estimated $125 and leaving 86 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

WealthCollab first reported a position in O in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.38K in Q1 2026. 1,461 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • WealthCollab held 86 shares of Realty Income worth $5.33K as of Q2 2026.
  • WealthCollab sold 2 Realty Income shares in Q2 2026, an estimated $125.
  • Realty Income made up ﹤0.01% of WealthCollab's portfolio in Q2 2026, its #707 holding.
  • WealthCollab first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • WealthCollab's Realty Income position peaked at $5.38K in Q1 2026.
  • 1,461 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.