WealthShield Partners’s Realty Income O Stock Holding History

WealthShield 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	$1.92M	Sell	30,908 -1,410	-4%	-$87.9K	0.29%	97
2026 Q1	$1.98M	Buy	32,318 +5,194	+19%	+$325K	0.22%	128
2025 Q4	$1.53M	Sell	27,124 -3,615	-12%	-$209K	0.17%	136
2025 Q3	$1.87M	Sell	30,739 -219	-0.7%	-$12.8K	0.21%	123
2025 Q2	$1.78M	Buy	30,958 +1,445	+5%	+$81.7K	0.22%	121
2025 Q1	$1.71M	Buy	29,513 +4,906	+20%	+$272K	0.22%	118
2024 Q4	$1.31M	Buy	+24,607	New	+$1.43M	0.19%	127
2021 Q3	–	Sell	-987	Closed	-$64K	–	564
2021 Q2	$64K	Buy	987 +87	+10%	+$5.72K	0.01%	429
2021 Q1	$55K	Buy	+900	New	+$53.3K	0.01%	436

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

WealthShield Partners's O Position: Q2 2026 in Review

WealthShield Partners reduced its Realty Income (O) stake by 4.4% in Q2 2026, selling an estimated $87.9K and leaving 30,908 shares worth $1.92M. The position accounts for 0.29% of the portfolio, ranked #97.

WealthShield Partners first reported a position in O in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.98M in Q1 2026. 1,460 funds tracked by Wall St. Rank hold O as of Q2 2026.

WealthShield Partners held 30,908 shares of Realty Income worth $1.92M as of Q2 2026.
WealthShield Partners sold 1,410 Realty Income shares in Q2 2026, an estimated $87.9K.
Realty Income made up 0.29% of WealthShield Partners's portfolio in Q2 2026, its #97 holding.
WealthShield Partners first reported a position in Realty Income in Q1 2021 and has held it in 9 quarters since.
WealthShield Partners's Realty Income position peaked at $1.98M in Q1 2026.
1,460 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.