XXI Wealth LLC’s Realty Income O Stock Holding History

XXI Wealth LLC’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	$741K	Buy	11,954 +2,079	+21%	+$130K	0.34%	76
2026 Q1	$604K	Buy	9,875 +1,311	+15%	+$82.1K	0.34%	84
2025 Q4	$483K	Buy	+8,564	New	+$496K	0.29%	85

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

XXI Wealth LLC's O Position: Q2 2026 in Review

XXI Wealth LLC increased its Realty Income (O) stake by 21% in Q2 2026, buying an estimated $130K and bringing the position to 11,954 shares worth $741K. The position accounts for 0.34% of the portfolio, ranked #76.

XXI Wealth LLC first reported a position in O in Q4 2025 and has held it in 3 quarters since. 1,455 funds tracked by Wall St. Rank hold O as of Q2 2026.

XXI Wealth LLC held 11,954 shares of Realty Income worth $741K as of Q2 2026.
XXI Wealth LLC bought 2,079 Realty Income shares in Q2 2026, an estimated $130K.
Realty Income made up 0.34% of XXI Wealth LLC's portfolio in Q2 2026, its #76 holding.
XXI Wealth LLC first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
1,455 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.