Anchor Investment Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $102K | Sell |
1,659
-152
| -8% | -$9.52K | 0.01% | 482 |
|
|
2025
Q4 | $102K | Buy |
1,811
+122
| +7% | +$7.06K | 0.01% | 477 |
|
|
2025
Q3 | $103K | Buy |
1,689
+13
| +0.8% | +$757 | 0.01% | 479 |
|
|
2025
Q2 | $96.5K | Buy |
1,676
+3
| +0.2% | +$170 | 0.01% | 480 |
|
|
2025
Q1 | $97K | Sell |
1,673
-65
| -4% | -$3.6K | 0.01% | 464 |
|
|
2024
Q4 | $92.8K | Buy |
1,738
+19
| +1% | +$1.11K | 0.01% | 475 |
|
|
2024
Q3 | $109K | Buy |
1,719
+11
| +0.6% | +$655 | 0.01% | 452 |
|
|
2024
Q2 | $90.2K | Buy |
1,708
+51
| +3% | +$2.72K | 0.01% | 442 |
|
|
2024
Q1 | $89.6K | Buy |
1,657
+155
| +10% | +$8.39K | 0.01% | 458 |
|
|
2023
Q4 | $86.2K | Buy |
1,502
+357
| +31% | +$18.7K | 0.01% | 456 |
|
|
2023
Q3 | $57.2K | Buy |
1,145
+4
| +0.4% | +$230 | 0.01% | 492 |
|
|
2023
Q2 | $68.2K | Buy |
1,141
+126
| +12% | +$7.69K | 0.01% | 464 |
|
|
2023
Q1 | $64.3K | Buy |
1,015
+88
| +9% | +$5.7K | 0.01% | 492 |
|
|
2022
Q4 | $58.8K | Sell |
927
-14
| -1% | -$869 | 0.01% | 495 |
|
|
2022
Q3 | $54.7K | Buy |
941
+59
| +7% | +$4.07K | 0.01% | 490 |
|
|
2022
Q2 | $60.2K | Buy |
882
+77
| +10% | +$5.29K | 0.01% | 510 |
|
|
2022
Q1 | $55.8K | Buy |
805
+178
| +28% | +$12.1K | 0.01% | 535 |
|
|
2021
Q4 | $44.9K | Buy |
+627
| New | +$43.1K | 0.01% | 583 |
|
|
2021
Q3 | – | Sell |
-79
| Closed | -$5.14K | – | 965 |
|
|
2021
Q2 | $5.14K | Hold |
79
| – | – | ﹤0.01% | 805 |
|
|
2021
Q1 | $4.89K | Hold |
79
| – | – | ﹤0.01% | 784 |
|
|
2020
Q4 | $4.79K | Hold |
79
| – | – | ﹤0.01% | 756 |
|
|
2020
Q3 | $4.68K | Buy |
+79
| New | +$4.67K | ﹤0.01% | 739 |
|
|
2019
Q4 | – | Sell |
-310
| Closed | -$23K | – | 840 |
|
|
2019
Q3 | $23K | Buy |
+310
| New | +$21.7K | 0.01% | 550 |
|
|
2019
Q1 | – | Sell |
-155
| Closed | -$9.46K | – | 808 |
|
|
2018
Q4 | $9.46K | Hold |
155
| – | – | ﹤0.01% | 621 |
|
|
2018
Q3 | $8.53K | Hold |
155
| – | – | ﹤0.01% | 673 |
|
|
2018
Q2 | $8.07K | Hold |
155
| – | – | ﹤0.01% | 692 |
|
|
2018
Q1 | $7.76K | Hold |
155
| – | – | ﹤0.01% | 669 |
|
|
2017
Q4 | $8.55K | Hold |
155
| – | – | ﹤0.01% | 657 |
|
|
2017
Q3 | $8.58K | Hold |
155
| – | – | ﹤0.01% | 641 |
|
|
2017
Q2 | $8.28K | Hold |
155
| – | – | ﹤0.01% | 583 |
|
|
2017
Q1 | $8.93K | Hold |
155
| – | – | ﹤0.01% | 575 |
|
|
2016
Q4 | $8.62K | Hold |
155
| – | – | ﹤0.01% | 560 |
|
|
2016
Q3 | $10K | Hold |
155
| – | – | ﹤0.01% | 528 |
|
|
2016
Q2 | $10.4K | Hold |
155
| – | – | ﹤0.01% | 515 |
|
|
2016
Q1 | $9.38K | Buy |
+155
| New | +$8.63K | ﹤0.01% | 499 |
|
Other funds holding O
VPM
VCM
Anchor Investment Management's O Position: Q1 2026 in Review
Anchor Investment Management reduced its Realty Income (O) stake by 8.4% in Q1 2026, selling an estimated $9.52K and leaving 1,659 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #482.
Anchor Investment Management first reported a position in O in Q1 2016 and has held it in 35 quarters since. The position peaked at $109K in Q3 2024. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.
- Anchor Investment Management held 1,659 shares of Realty Income worth $102K as of Q1 2026.
- Anchor Investment Management sold 152 Realty Income shares in Q1 2026, an estimated $9.52K.
- Realty Income made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #482 holding.
- Anchor Investment Management first reported a position in Realty Income in Q1 2016 and has held it in 35 quarters since.
- Anchor Investment Management's Realty Income position peaked at $109K in Q3 2024.
- 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.
Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.