Wealthspire Advisors (New York)’s Realty Income O Stock Holding History

Wealthspire Advisors (New York)’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	$1.34M	Sell	21,629 -912	-4%	-$56.9K	0.01%	504
2026 Q1	$1.38M	Sell	22,541 -64	-0.3%	-$4.01K	0.01%	347
2025 Q4	$1.27M	Buy	22,605 +3,785	+20%	+$219K	0.01%	381
2025 Q3	$1.14M	Sell	18,820 -19,120	-50%	-$1.11M	0.01%	365
2025 Q2	$2.19M	Buy	37,940 +1,860	+5%	+$105K	0.01%	267
2025 Q1	$2.09M	Buy	36,080 +18,433	+104%	+$1.02M	0.01%	270
2024 Q4	$943K	Buy	17,647 +1,292	+8%	+$75.2K	0.01%	381
2024 Q3	$1.04M	Buy	+16,355	New	+$973K	0.01%	367
2021 Q2	–	Sell	-3,775	Closed	-$232K	–	572
2021 Q1	$232K	Buy	+3,775	New	+$224K	0.01%	632
2019 Q1	–	Sell	-49	Closed	-$3K	–	568
2018 Q4	$3K	Buy	+49	New	+$2.93K	﹤0.01%	719

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s O Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Realty Income (O) stake by 4% in Q2 2026, selling an estimated $56.9K and leaving 21,629 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #504.

Wealthspire Advisors (New York) first reported a position in O in Q4 2018 and has held it in 10 quarters since. The position peaked at $2.19M in Q2 2025. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

Wealthspire Advisors (New York) held 21,629 shares of Realty Income worth $1.34M as of Q2 2026.
Wealthspire Advisors (New York) sold 912 Realty Income shares in Q2 2026, an estimated $56.9K.
Realty Income made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #504 holding.
Wealthspire Advisors (New York) first reported a position in Realty Income in Q4 2018 and has held it in 10 quarters since.
Wealthspire Advisors (New York)'s Realty Income position peaked at $2.19M in Q2 2025.
1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.