Arcadia Investment Management’s Realty Income O Stock Holding History

Arcadia Investment 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 Q1	$1.49K	Hold	24	–	–	﹤0.01%	237
2025 Q4	$1.36K	Buy	24 +9	+60%	+$521	﹤0.01%	250
2025 Q3	$912	Hold	15	–	–	﹤0.01%	250
2025 Q2	$865	Buy	+15	New	+$848	﹤0.01%	246
2023 Q2	–	Sell	-27	Closed	-$1.65K	–	342
2023 Q1	$1.73K	Buy	+27	New	+$1.75K	﹤0.01%	337
2018 Q3	–	Hold	0	–	–	–	304
2018 Q2	–	Hold	0	–	–	–	311
2018 Q1	–	Hold	0	–	–	–	320
2017 Q4	–	Hold	0	–	–	–	326
2017 Q3	–	Hold	0	–	–	–	341
2017 Q2	–	Hold	0	–	–	–	328
2017 Q1	–	Hold	0	–	–	–	375
2016 Q4	–	Hold	0	–	–	–	288
2016 Q3	–	Hold	0	–	–	–	212
2016 Q2	–	Hold	0	–	–	–	201
2016 Q1	–	Hold	0	–	–	–	175
2015 Q4	–	Hold	0	–	–	–	193

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

Arcadia Investment Management's O Position: Q1 2026 in Review

Arcadia Investment Management held its Realty Income (O) position steady in Q1 2026 at 24 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Arcadia Investment Management first reported a position in O in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.73K in Q1 2023. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

Arcadia Investment Management held 24 shares of Realty Income worth $1.49K as of Q1 2026.
Arcadia Investment Management left its Realty Income share count unchanged in Q1 2026.
Realty Income made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #237 holding.
Arcadia Investment Management first reported a position in Realty Income in Q1 2023 and has held it in 5 quarters since.
Arcadia Investment Management's Realty Income position peaked at $1.73K in Q1 2023.
1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.