AWM
O icon

Atticus Wealth Management’s Realty Income O Stock Holding History

Atticus 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
Q1 		– Sell
-6,772
Closed -$382K – 194
2025
Q4 		$382K Sell
6,772
-2,416
-26% -$140K 0.09% 129
2025
Q3 		$559K Buy
9,188
+3,310
+56% +$193K 0.14% 100
2025
Q2 		$339K Buy
5,878
+5,361
+1,037% +$303K 0.09% 117
2025
Q1 		$30K Sell
517
-3,586
-87% -$198K 0.01% 282
2024
Q4 		$219K Sell
4,103
-440
-10% -$25.6K 0.07% 111
2024
Q3 		$288K Buy
4,543
+18
+0.4% +$1.07K 0.09% 100
2024
Q2 		$239K Buy
4,525
+508
+13% +$27.1K 0.08% 106
2024
Q1 		$217K Sell
4,017
-196
-5% -$10.6K 0.07% 118
2023
Q4 		$242K Sell
4,213
-42,154
-91% -$2.21M 0.09% 112
2023
Q3 		$2.32M Buy
46,367
+879
+2% +$50.5K 0.89% 21
2023
Q2 		$2.72M Sell
45,488
-405
-0.9% -$24.7K 1% 19
2023
Q1 		$2.91M Sell
45,893
-4,078
-8% -$264K 1.11% 18
2022
Q4 		$3.17M Buy
49,971
+2,666
+6% +$166K 1.3% 16
2022
Q3 		$3.23M Hold
47,305
– – 1.56% 13
2022
Q2 		$3.23M Buy
47,305
+5,967
+14% +$410K 1.34% 16
2022
Q1 		$2.87M Buy
41,338
+4,305
+12% +$293K 1.05% 20
2021
Q4 		$2.65M Buy
37,033
+1,339
+4% +$92.1K 1.03% 23
2021
Q3 		$2.24M Buy
35,694
+2,900
+9% +$196K 0.98% 22
2021
Q2 		$2.12M Sell
32,794
-157
-0.5% -$10.3K 0.92% 28
2021
Q1 		$2.03M Sell
32,951
-12,617
-28% -$747K 0.97% 26
2020
Q4 		$2.75M Sell
45,568
-1,040
-2% -$61.5K 1.38% 21
2020
Q3 		$2.74M Buy
46,608
+1,552
+3% +$91.8K 1.64% 14
2020
Q2 		$2.6M Buy
45,056
+5,247
+13% +$279K 1.72% 15
2020
Q1 		$1.92M Sell
39,809
-3,379
-8% -$235K 1.55% 18
2019
Q4 		$3.08M Buy
+43,188
New +$3.22M 1.96% 17

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

Atticus Wealth Management's O Position: Q1 2026 in Review

Atticus Wealth Management sold out of Realty Income (O) in Q1 2026, closing a stake of 6,772 shares — an estimated $382K sold.

Atticus Wealth Management first reported a position in O in Q4 2019 and held it in 25 quarters. The position peaked at $3.23M in Q3 2022. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Atticus Wealth Management reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
  • Atticus Wealth Management sold 6,772 Realty Income shares in Q1 2026, an estimated $382K.
  • Atticus Wealth Management first reported a position in Realty Income in Q4 2019 and held it in 25 quarters.
  • Atticus Wealth Management's Realty Income position peaked at $3.23M in Q3 2022.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Atticus Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.