WSFS
O icon

Wilmington Savings Fund Society’s Realty Income O Stock Holding History

Wilmington Savings Fund Society’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 		$711K Buy
11,470
+88
+0.8% +$5.49K 0.02% 361
2026
Q1 		$696K Sell
11,382
-750
-6% -$46.9K 0.02% 364
2025
Q4 		$684K Hold
12,132
– – 0.02% 369
2025
Q3 		$738K Sell
12,132
-5,653
-32% -$329K 0.02% 353
2025
Q2 		$1.02M Buy
17,785
+1,346
+8% +$76.1K 0.02% 435
2025
Q1 		$954K Buy
16,439
+1,850
+13% +$102K 0.02% 432
2024
Q4 		$779K Sell
14,589
-1,690
-10% -$98.4K 0.01% 472
2024
Q3 		$1.03M Buy
+16,279
New +$969K 0.02% 421

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

Wilmington Savings Fund Society's O Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its Realty Income (O) stake by 0.77% in Q2 2026, buying an estimated $5.49K and bringing the position to 11,470 shares worth $711K. The position accounts for 0.02% of the portfolio, ranked #361.

Wilmington Savings Fund Society first reported a position in O in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q3 2024. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Wilmington Savings Fund Society held 11,470 shares of Realty Income worth $711K as of Q2 2026.
  • Wilmington Savings Fund Society bought 88 Realty Income shares in Q2 2026, an estimated $5.49K.
  • Realty Income made up 0.02% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #361 holding.
  • Wilmington Savings Fund Society first reported a position in Realty Income in Q3 2024 and has held it in 8 quarters since.
  • Wilmington Savings Fund Society's Realty Income position peaked at $1.03M in Q3 2024.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.