Werba Rubin Papier Wealth Management’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$431K Buy
6,958
+333
+5% +$20.8K 0.05% 168
2026
Q1
$405K Buy
6,625
+1,120
+20% +$70.1K 0.06% 158
2025
Q4
$310K Buy
5,505
+930
+20% +$53.8K 0.08% 148
2025
Q3
$278K Buy
+4,575
New +$267K 0.04% 182
2025
Q1
Sell
-3,854
Closed -$206K 204
2024
Q4
$206K Sell
3,854
-45
-1% -$2.62K 0.05% 179
2024
Q3
$247K Buy
+3,899
New +$232K 0.06% 148

Other funds holding O

Werba Rubin Papier Wealth Management's O Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Realty Income (O) stake by 5% in Q2 2026, buying an estimated $20.8K and bringing the position to 6,958 shares worth $431K. The position accounts for 0.05% of the portfolio, ranked #168.

Werba Rubin Papier Wealth Management first reported a position in O in Q3 2024 and has held it in 6 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 6,958 shares of Realty Income worth $431K as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 333 Realty Income shares in Q2 2026, an estimated $20.8K.
  • Realty Income made up 0.05% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Realty Income in Q3 2024 and has held it in 6 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.