AO
O icon

Advisor OS’s Realty Income O Stock Holding History

Advisor OS’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 		$326K Buy
+5,332
New +$334K 0.02% 409

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisor OS's O Position: Q1 2026 in Review

Advisor OS opened a new position in Realty Income (O) in Q1 2026: 5,332 shares worth $326K. The stake represents 0.02% of the portfolio and ranks #409 among its holdings.

1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Advisor OS held 5,332 shares of Realty Income worth $326K as of Q1 2026.
  • Realty Income was a new Advisor OS position in Q1 2026.
  • Realty Income made up 0.02% of Advisor OS's portfolio in Q1 2026, its #409 holding.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.