Abundance Wealth Counselors’s Realty Income O Stock Holding History

Abundance Wealth Counselors’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	$1.38M	Sell	22,560 -696	-3%	-$43.6K	0.2%	77
2025 Q4	$1.31M	Buy	23,256 +520	+2%	+$30.1K	0.22%	74
2025 Q3	$1.38M	Buy	22,736 +692	+3%	+$40.3K	0.24%	74
2025 Q2	$1.27M	Buy	22,044 +5,389	+32%	+$305K	0.24%	73
2025 Q1	$966K	Buy	16,655 +1,795	+12%	+$99.4K	0.2%	89
2024 Q4	$794K	Buy	14,860 +1,043	+8%	+$60.7K	0.17%	91
2024 Q3	$876K	Buy	+13,817	New	+$822K	0.18%	94
2024 Q2	–	Sell	-8,533	Closed	-$462K	–	125
2024 Q1	$462K	Buy	8,533 +2,512	+42%	+$136K	0.11%	107
2023 Q4	$346K	Buy	6,021 +719	+14%	+$37.7K	0.09%	114
2023 Q3	$265K	Buy	+5,302	New	+$305K	0.08%	113
2023 Q2	–	Sell	-4,621	Closed	-$293K	–	121
2023 Q1	$293K	Buy	+4,621	New	+$299K	0.07%	123

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

Abundance Wealth Counselors's O Position: Q1 2026 in Review

Abundance Wealth Counselors reduced its Realty Income (O) stake by 3% in Q1 2026, selling an estimated $43.6K and leaving 22,560 shares worth $1.38M. The position accounts for 0.2% of the portfolio, ranked #77.

Abundance Wealth Counselors first reported a position in O in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q3 2025. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

Abundance Wealth Counselors held 22,560 shares of Realty Income worth $1.38M as of Q1 2026.
Abundance Wealth Counselors sold 696 Realty Income shares in Q1 2026, an estimated $43.6K.
Realty Income made up 0.2% of Abundance Wealth Counselors's portfolio in Q1 2026, its #77 holding.
Abundance Wealth Counselors first reported a position in Realty Income in Q1 2023 and has held it in 11 quarters since.
Abundance Wealth Counselors's Realty Income position peaked at $1.38M in Q3 2025.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.