WWM
O icon

Western Wealth Management’s Realty Income O Stock Holding History

Western Wealth Management’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 		$289K Buy
4,672
+22
+0.5% +$1.37K 0.01% 840
2026
Q1 		$285K Buy
4,650
+113
+2% +$7.07K 0.01% 819
2025
Q4 		$256K Sell
4,537
-85
-2% -$4.92K 0.01% 713
2025
Q3 		$281K Buy
4,622
+218
+5% +$12.7K 0.01% 618
2025
Q2 		$254K Buy
4,404
+10
+0.2% +$565 0.02% 611
2025
Q1 		$255K Buy
4,394
+553
+14% +$30.6K 0.02% 578
2024
Q4 		$205K Sell
3,841
-1,394
-27% -$81.2K 0.01% 725
2024
Q3 		$332K Buy
5,235
+47
+0.9% +$2.8K 0.02% 567
2024
Q2 		$274K Sell
5,188
-1,416
-21% -$75.6K 0.02% 527
2024
Q1 		$357K Buy
6,604
+795
+14% +$43K 0.03% 456
2023
Q4 		$334K Sell
5,809
-789
-12% -$41.4K 0.02% 528
2023
Q3 		$329K Buy
6,598
+107
+2% +$6.15K 0.03% 486
2023
Q2 		$388K Sell
6,491
-3,125
-32% -$191K 0.03% 443
2023
Q1 		$609K Buy
9,616
+3,327
+53% +$216K 0.06% 325
2022
Q4 		$399K Sell
6,289
-7,713
-55% -$479K 0.04% 392
2022
Q3 		$815K Buy
14,002
+1,430
+11% +$98.6K 0.05% 358
2022
Q2 		$862K Buy
12,572
+208
+2% +$14.3K 0.05% 337
2022
Q1 		$856K Buy
12,364
+7,299
+144% +$496K 0.04% 373
2021
Q4 		$365K Buy
+5,065
New +$348K 0.04% 406
2021
Q2 		$301K Buy
+4,651
New +$306K 0.03% 494
2020
Q4 		– Sell
-3,428
Closed -$202K – 487
2020
Q3 		$202K Buy
+3,428
New +$203K 0.03% 414
2020
Q1 		– Sell
-3,952
Closed -$282K – 405
2019
Q4 		$282K Sell
3,952
-86
-2% -$6.41K 0.04% 325
2019
Q3 		$302K Buy
4,038
+538
+15% +$37.7K 0.06% 290
2019
Q2 		$234K Sell
3,500
-343
-9% -$23.4K 0.03% 353
2019
Q1 		$273K Buy
+3,843
New +$255K 0.06% 303

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Western Wealth Management's O Position: Q2 2026 in Review

Western Wealth Management increased its Realty Income (O) stake by 0.47% in Q2 2026, buying an estimated $1.37K and bringing the position to 4,672 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #840.

Western Wealth Management first reported a position in O in Q1 2019 and has held it in 25 quarters since. The position peaked at $862K in Q2 2022. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Western Wealth Management held 4,672 shares of Realty Income worth $289K as of Q2 2026.
  • Western Wealth Management bought 22 Realty Income shares in Q2 2026, an estimated $1.37K.
  • Realty Income made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #840 holding.
  • Western Wealth Management first reported a position in Realty Income in Q1 2019 and has held it in 25 quarters since.
  • Western Wealth Management's Realty Income position peaked at $862K in Q2 2022.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.