WA
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WPG Advisers’s Realty Income O Stock Holding History

WPG Advisers’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 		$6.69K Hold
108
– – ﹤0.01% 892
2026
Q1 		$6.61K Sell
108
-7
-6% -$438 ﹤0.01% 806
2025
Q4 		$6.48K Buy
115
+50
+77% +$2.9K ﹤0.01% 830
2025
Q3 		$3.95K Hold
65
– – ﹤0.01% 964
2025
Q2 		$3.75K Buy
65
+7
+12% +$396 ﹤0.01% 968
2025
Q1 		$3.37K Sell
58
-33
-36% -$1.83K ﹤0.01% 993
2024
Q4 		$4.86K Buy
+91
New +$5.3K ﹤0.01% 827

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

WPG Advisers's O Position: Q2 2026 in Review

WPG Advisers held its Realty Income (O) position steady in Q2 2026 at 108 shares worth $6.69K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

WPG Advisers first reported a position in O in Q4 2024 and has held it in 7 quarters since. 881 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • WPG Advisers held 108 shares of Realty Income worth $6.69K as of Q2 2026.
  • WPG Advisers left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #892 holding.
  • WPG Advisers first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • 881 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.