WealthPlan Investment Management’s Realty Income O Stock Holding History

WealthPlan Investment Management’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	$3.13M	Sell	50,513 -10,423	-17%	-$650K	0.16%	123
2026 Q1	$3.73M	Sell	60,936 -32,111	-35%	-$2.01M	0.21%	104
2025 Q4	$5.25M	Sell	93,047 -54,197	-37%	-$3.14M	0.33%	82
2025 Q3	$8.95M	Sell	147,244 -2,078	-1%	-$121K	0.59%	64
2025 Q2	$8.6M	Buy	149,322 +10,388	+7%	+$587K	0.63%	59
2025 Q1	$8.06M	Buy	138,934 +9,393	+7%	+$520K	0.79%	45
2024 Q4	$6.92M	Sell	129,541 -500	-0.4%	-$29.1K	0.68%	52
2024 Q3	$8.25M	Buy	130,041 +3,712	+3%	+$221K	0.84%	44
2024 Q2	$6.67M	Sell	126,329 -2,294	-2%	-$122K	1.01%	37
2024 Q1	$6.96M	Buy	128,623 +17,616	+16%	+$954K	1.06%	38
2023 Q4	$6.37M	Sell	111,007 -65,221	-37%	-$3.42M	1.02%	43
2023 Q3	$8.8M	Buy	176,228 +84,489	+92%	+$4.86M	1.56%	20
2023 Q2	$5.49M	Sell	91,739 -82,455	-47%	-$5.03M	1.64%	12
2023 Q1	$11M	Sell	174,194 -135,092	-44%	-$8.75M	1.9%	7
2022 Q4	$20.8M	Buy	309,286 +1,241	+0.4%	+$77.1K	1.45%	11
2022 Q3	$19.6M	Buy	+308,045	New	+$21.2M	1.43%	16
2022 Q1	$19.1M	Buy	+275,802	New	+$18.7M	1.33%	12

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

WealthPlan Investment Management's O Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Realty Income (O) stake by 17% in Q2 2026, selling an estimated $650K and leaving 50,513 shares worth $3.13M. The position accounts for 0.16% of the portfolio, ranked #123.

WealthPlan Investment Management first reported a position in O in Q1 2022 and has held it in 17 quarters since. The position peaked at $20.8M in Q4 2022. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

WealthPlan Investment Management held 50,513 shares of Realty Income worth $3.13M as of Q2 2026.
WealthPlan Investment Management sold 10,423 Realty Income shares in Q2 2026, an estimated $650K.
Realty Income made up 0.16% of WealthPlan Investment Management's portfolio in Q2 2026, its #123 holding.
WealthPlan Investment Management first reported a position in Realty Income in Q1 2022 and has held it in 17 quarters since.
WealthPlan Investment Management's Realty Income position peaked at $20.8M in Q4 2022.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.