Activest Wealth Management’s Realty Income O Stock Holding History

Activest Wealth Management’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 Q3	–	Sell	-66	Closed	-$4.09K	–	1269
2026 Q2	$4.09K	Sell	66 -904	-93%	-$56.4K	﹤0.01%	743
2026 Q1	$59.3K	Buy	970 +25	+3%	+$1.56K	0.01%	304
2025 Q4	$53.3K	Buy	945 +1	+0.1%	+$58	0.01%	308
2025 Q3	$57.4K	Buy	944 +26	+3%	+$1.52K	0.01%	247
2025 Q2	$52.9K	Sell	918 -87	-9%	-$4.92K	0.01%	201
2025 Q1	$58.3K	Buy	1,005 +223	+29%	+$12.3K	0.02%	184
2024 Q4	$41.8K	Hold	782	–	–	0.01%	183
2024 Q3	$49.6K	Hold	782	–	–	0.02%	178
2024 Q2	$41.3K	Hold	782	–	–	0.01%	189
2024 Q1	$42.3K	Hold	782	–	–	0.02%	128
2023 Q4	$44.9K	Hold	782	–	–	0.02%	104
2023 Q3	$39.1K	Hold	782	–	–	0.02%	107
2023 Q2	$48.8K	Hold	782	–	–	0.03%	71
2023 Q1	$49.5K	Buy	+782	New	+$50.7K	0.03%	86
2022 Q3	–	Sell	-782	Closed	-$53K	–	568
2022 Q2	$53K	Hold	782	–	–	0.04%	93
2022 Q1	$54K	Hold	782	–	–	0.03%	94
2021 Q4	$56K	Sell	782 -25	-3%	-$1.72K	0.03%	104
2021 Q3	$51K	Hold	807	–	–	0.03%	117
2021 Q2	$52K	Hold	807	–	–	0.04%	99
2021 Q1	$50K	Buy	+807	New	+$47.8K	0.04%	99

Other funds holding O

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Activest Wealth Management's O Position: Q3 2026 in Review

Activest Wealth Management sold out of Realty Income (O) in Q3 2026, closing a stake of 66 shares — an estimated $4.09K sold.

Activest Wealth Management first reported a position in O in Q1 2021 and held it in 20 quarters. The position peaked at $59.3K in Q1 2026. 865 funds tracked by Wall St. Rank hold O as of Q3 2026.

Activest Wealth Management reported no remaining Realty Income position as of Q3 2026 after selling out during the quarter.
Activest Wealth Management sold 66 Realty Income shares in Q3 2026, an estimated $4.09K.
Activest Wealth Management first reported a position in Realty Income in Q1 2021 and held it in 20 quarters.
Activest Wealth Management's Realty Income position peaked at $59.3K in Q1 2026.
865 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.