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Whipplewood Advisors’s Realty Income O Stock Holding History

Whipplewood Advisors’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 		$65.3K Sell
1,054
-63
-6% -$3.93K 0.04% 127
2026
Q1 		$68.3K Sell
1,117
-2,211
-66% -$138K 0.04% 233
2025
Q4 		$188K Buy
3,328
+76
+2% +$4.4K 0.12% 124
2025
Q3 		$198K Sell
3,252
-218
-6% -$12.7K 0.13% 121
2025
Q2 		$200K Sell
3,470
-1,738
-33% -$98.3K 0.11% 169
2025
Q1 		$294K Buy
5,208
+112
+2% +$6.2K 0.17% 120
2024
Q4 		$272K Buy
+5,096
New +$297K 0.15% 126

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Whipplewood Advisors's O Position: Q2 2026 in Review

Whipplewood Advisors reduced its Realty Income (O) stake by 5.6% in Q2 2026, selling an estimated $3.93K and leaving 1,054 shares worth $65.3K. The position accounts for 0.04% of the portfolio, ranked #127.

Whipplewood Advisors first reported a position in O in Q4 2024 and has held it in 7 quarters since. The position peaked at $294K in Q1 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Whipplewood Advisors held 1,054 shares of Realty Income worth $65.3K as of Q2 2026.
  • Whipplewood Advisors sold 63 Realty Income shares in Q2 2026, an estimated $3.93K.
  • Realty Income made up 0.04% of Whipplewood Advisors's portfolio in Q2 2026, its #127 holding.
  • Whipplewood Advisors first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Realty Income position peaked at $294K in Q1 2025.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.