Wilkerson Advisory Group’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
$19.8K Sell
319
-17
-5% -$1.06K 0.01% 332
2026
Q1
$20.6K Buy
336
+133
+66% +$8.33K 0.01% 301
2025
Q4
$11.4K Buy
+203
New +$11.8K ﹤0.01% 317

Other funds holding O

Wilkerson Advisory Group's O Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Realty Income (O) stake by 5.1% in Q2 2026, selling an estimated $1.06K and leaving 319 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #332.

Wilkerson Advisory Group first reported a position in O in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.6K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Wilkerson Advisory Group held 319 shares of Realty Income worth $19.8K as of Q2 2026.
  • Wilkerson Advisory Group sold 17 Realty Income shares in Q2 2026, an estimated $1.06K.
  • Realty Income made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #332 holding.
  • Wilkerson Advisory Group first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Realty Income position peaked at $20.6K in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.