Wedmont Private Capital’s Realty Income O Stock Holding History

Wedmont Private Capital’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	$756K	Buy	11,941 +3,654	+44%	+$228K	0.02%	422
2026 Q1	$520K	Buy	8,287 +446	+6%	+$27.9K	0.02%	483
2025 Q4	$450K	Sell	7,841 -227	-3%	-$13.1K	0.02%	516
2025 Q3	$481K	Buy	8,068 +3,215	+66%	+$187K	0.02%	472
2025 Q2	$276K	Buy	4,853 +12	+0.2%	+$679	0.01%	603
2025 Q1	$267K	Buy	4,841 +503	+12%	+$27.8K	0.01%	548
2024 Q4	$224K	Sell	4,338 -31	-0.7%	-$1.8K	0.01%	630
2024 Q3	$269K	Buy	4,369 +464	+12%	+$27.6K	0.02%	542
2024 Q2	$218K	Buy	+3,905	New	+$209K	0.01%	591

Other funds holding O

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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

Wedmont Private Capital's O Position: Q2 2026 in Review

Wedmont Private Capital increased its Realty Income (O) stake by 44% in Q2 2026, buying an estimated $228K and bringing the position to 11,941 shares worth $756K. The position accounts for 0.02% of the portfolio, ranked #422.

Wedmont Private Capital first reported a position in O in Q2 2024 and has held it in 9 quarters since. 419 funds tracked by Wall St. Rank hold O as of Q2 2026.

Wedmont Private Capital held 11,941 shares of Realty Income worth $756K as of Q2 2026.
Wedmont Private Capital bought 3,654 Realty Income shares in Q2 2026, an estimated $228K.
Realty Income made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #422 holding.
Wedmont Private Capital first reported a position in Realty Income in Q2 2024 and has held it in 9 quarters since.
419 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.