Wiser Advisor 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
$59.4K Buy
959
+12
+1% +$748 0.07% 82
2026
Q1
$57.9K Buy
947
+12
+1% +$751 0.07% 84
2025
Q4
$52.7K Buy
935
+13
+1% +$753 0.06% 90
2025
Q3
$56K Buy
+922
New +$53.7K 0.07% 88
2025
Q2
Sell
-896
Closed -$52K 185
2025
Q1
$52K Buy
896
+12
+1% +$664 0.08% 94
2024
Q4
$47.2K Buy
884
+12
+1% +$699 0.07% 100
2024
Q3
$55.3K Sell
872
-59
-6% -$3.51K 0.08% 92
2024
Q2
$49.1K Buy
931
+15
+2% +$801 0.08% 95
2024
Q1
$49.6K Buy
916
+12
+1% +$650 0.08% 97
2023
Q4
$51.9K Buy
+904
New +$47.5K 0.09% 92

Other funds holding O

Wiser Advisor Group's O Position: Q2 2026 in Review

Wiser Advisor Group increased its Realty Income (O) stake by 1.3% in Q2 2026, buying an estimated $748 and bringing the position to 959 shares worth $59.4K. The position accounts for 0.07% of the portfolio, ranked #82.

Wiser Advisor Group first reported a position in O in Q4 2023 and has held it in 10 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Wiser Advisor Group held 959 shares of Realty Income worth $59.4K as of Q2 2026.
  • Wiser Advisor Group bought 12 Realty Income shares in Q2 2026, an estimated $748.
  • Realty Income made up 0.07% of Wiser Advisor Group's portfolio in Q2 2026, its #82 holding.
  • Wiser Advisor Group first reported a position in Realty Income in Q4 2023 and has held it in 10 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.