WPC
O icon

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
Q3 		$445K Sell
8,206
-3,735
-31% -$230K 0.01% 627
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

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

Wedmont Private Capital's O Position: Q3 2026 in Review

Wedmont Private Capital reduced its Realty Income (O) stake by 31% in Q3 2026, selling an estimated $230K and leaving 8,206 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #627.

Wedmont Private Capital first reported a position in O in Q2 2024 and has held it in 10 quarters since. The position peaked at $756K in Q2 2026. 49 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Wedmont Private Capital held 8,206 shares of Realty Income worth $445K as of Q3 2026.
  • Wedmont Private Capital sold 3,735 Realty Income shares in Q3 2026, an estimated $230K.
  • Realty Income made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #627 holding.
  • Wedmont Private Capital first reported a position in Realty Income in Q2 2024 and has held it in 10 quarters since.
  • Wedmont Private Capital's Realty Income position peaked at $756K in Q2 2026.
  • 49 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.