1834 Investment Advisors’s Realty Income O Stock Holding History

1834 Investment Advisors’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 Q1	$3.3M	Buy	54,008 +14,274	+36%	+$894K	0.41%	62
2025 Q4	$2.24M	Buy	39,734 +18,455	+87%	+$1.07M	0.28%	78
2025 Q3	$1.29M	Buy	+21,279	New	+$1.24M	0.16%	98
2022 Q3	–	Sell	-553	Closed	-$38K	–	366
2022 Q2	$38K	Hold	553	–	–	0.01%	289
2022 Q1	$38K	Sell	553 -40	-7%	-$2.72K	﹤0.01%	264
2021 Q4	$42K	Sell	593 -483	-45%	-$33.2K	﹤0.01%	270
2021 Q3	$68K	Hold	1,076	–	–	0.01%	255
2021 Q2	$70K	Buy	1,076 +154	+17%	+$10.1K	0.01%	249
2021 Q1	$57K	Hold	922	–	–	0.01%	261
2020 Q4	$56K	Hold	922	–	–	0.01%	259
2020 Q3	$54K	Hold	922	–	–	0.01%	257
2020 Q2	$53K	Hold	922	–	–	0.01%	240
2020 Q1	$45K	Hold	922	–	–	0.01%	256
2019 Q4	$66K	Hold	922	–	–	0.01%	260
2019 Q3	$68K	Hold	922	–	–	0.01%	256
2019 Q2	$62K	Hold	922	–	–	0.01%	267
2019 Q1	$66K	Hold	922	–	–	0.01%	253
2018 Q4	$56K	Buy	922 +220	+31%	+$13.1K	0.01%	261
2018 Q3	$39K	Hold	702	–	–	0.01%	294
2018 Q2	$37K	Sell	702 -696	-50%	-$35.3K	0.01%	296
2018 Q1	$70K	Sell	1,398 -310	-18%	-$15.4K	0.01%	247
2017 Q4	$94K	Buy	+1,708	New	+$92.7K	0.01%	247

Other funds holding O

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

1834 Investment Advisors's O Position: Q1 2026 in Review

1834 Investment Advisors increased its Realty Income (O) stake by 36% in Q1 2026, buying an estimated $894K and bringing the position to 54,008 shares worth $3.3M. The position accounts for 0.41% of the portfolio, ranked #62.

1834 Investment Advisors first reported a position in O in Q4 2017 and has held it in 22 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

1834 Investment Advisors held 54,008 shares of Realty Income worth $3.3M as of Q1 2026.
1834 Investment Advisors bought 14,274 Realty Income shares in Q1 2026, an estimated $894K.
Realty Income made up 0.41% of 1834 Investment Advisors's portfolio in Q1 2026, its #62 holding.
1834 Investment Advisors first reported a position in Realty Income in Q4 2017 and has held it in 22 quarters since.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on 1834 Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.