AAS
O icon

Ameritas Advisory Services’s Realty Income O Stock Holding History

Ameritas Advisory Services’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 		$821K Sell
13,420
-485
-3% -$30.4K 0.03% 428
2025
Q4 		$784K Sell
13,905
-10,185
-42% -$590K 0.03% 425
2025
Q3 		$1.46M Buy
24,090
+14,717
+157% +$857K 0.1% 181
2025
Q2 		$540K Sell
9,373
-17,625
-65% -$997K 0.03% 488
2025
Q1 		$1.46M Buy
26,998
+399
+2% +$22.1K 0.06% 298
2024
Q4 		$1.42M Buy
26,599
+68
+0.3% +$3.96K 0.05% 330
2024
Q3 		$1.68M Sell
26,531
-203
-0.8% -$12.1K 0.07% 265
2024
Q2 		$1.41M Buy
26,734
+6,320
+31% +$337K 0.05% 325
2024
Q1 		$1.12M Buy
20,414
+12,187
+148% +$660K 0.05% 350
2023
Q4 		$439K Sell
8,227
-8,820
-52% -$463K 0.02% 461
2023
Q3 		$851K Sell
17,047
-277
-2% -$15.9K 0.04% 371
2023
Q2 		$1.03M Sell
17,324
-2,737
-14% -$167K 0.13% 172
2023
Q1 		$1.27M Sell
20,061
-12,230
-38% -$792K 0.06% 276
2022
Q4 		$2.05M Buy
32,291
+13,015
+68% +$808K 0.1% 214
2022
Q3 		$1.12M Sell
19,276
-71
-0.4% -$4.89K 0.07% 258
2022
Q2 		$1.32M Buy
19,347
+8
+0% +$550 0.08% 248
2022
Q1 		$1.34M Buy
19,339
+491
+3% +$33.4K 0.05% 280
2021
Q4 		$1.35M Buy
+18,848
New +$1.3M 0.05% 285

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

Ameritas Advisory Services's O Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Realty Income (O) stake by 3.5% in Q1 2026, selling an estimated $30.4K and leaving 13,420 shares worth $821K. The position accounts for 0.03% of the portfolio, ranked #428.

Ameritas Advisory Services first reported a position in O in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.05M in Q4 2022. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Ameritas Advisory Services held 13,420 shares of Realty Income worth $821K as of Q1 2026.
  • Ameritas Advisory Services sold 485 Realty Income shares in Q1 2026, an estimated $30.4K.
  • Realty Income made up 0.03% of Ameritas Advisory Services's portfolio in Q1 2026, its #428 holding.
  • Ameritas Advisory Services first reported a position in Realty Income in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's Realty Income position peaked at $2.05M in Q4 2022.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.