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Ausdal Financial Partners’s Realty Income O Stock Holding History

Ausdal Financial Partners’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 		$1.64M Buy
26,794
+1,094
+4% +$68.5K 0.07% 265
2025
Q4 		$1.45M Buy
25,700
+9,006
+54% +$521K 0.07% 279
2025
Q3 		$1.01M Buy
16,694
+721
+5% +$42K 0.05% 364
2025
Q2 		$920K Sell
15,973
-764
-5% -$43.2K 0.06% 279
2025
Q1 		$971K Buy
16,737
+2,692
+19% +$149K 0.07% 245
2024
Q4 		$750K Buy
14,045
+338
+2% +$19.7K 0.06% 254
2024
Q3 		$869K Buy
13,707
+2,432
+22% +$145K 0.09% 214
2024
Q2 		$596K Buy
11,275
+3,665
+48% +$196K 0.06% 260
2024
Q1 		$412K Buy
7,610
+48
+0.6% +$2.6K 0.05% 305
2023
Q4 		$434K Sell
7,562
-1,281
-14% -$67.2K 0.05% 280
2023
Q3 		$442K Buy
8,843
+36
+0.4% +$2.07K 0.06% 262
2023
Q2 		$527K Buy
8,807
+9
+0.1% +$549 0.07% 238
2023
Q1 		$557K Buy
8,798
+25
+0.3% +$1.62K 0.08% 231
2022
Q4 		$556K Buy
8,773
+55
+0.6% +$3.42K 0.08% 227
2022
Q3 		$507K Buy
8,718
+184
+2% +$12.7K 0.08% 237
2022
Q2 		$583K Buy
8,534
+1,594
+23% +$110K 0.09% 236
2022
Q1 		$481K Sell
6,940
-46
-0.7% -$3.13K 0.07% 289
2021
Q4 		$500K Buy
6,986
+87
+1% +$5.98K 0.07% 277
2021
Q3 		$434K Buy
6,899
+29
+0.4% +$1.96K 0.06% 297
2021
Q2 		$444K Buy
6,870
+392
+6% +$25.8K 0.07% 282
2021
Q1 		$399K Buy
6,478
+677
+12% +$40.1K 0.07% 284
2020
Q4 		$349K Buy
5,801
+602
+12% +$35.6K 0.07% 283
2020
Q3 		$306K Sell
5,199
-122
-2% -$7.21K 0.07% 256
2020
Q2 		$307K Sell
5,321
-61
-1% -$3.25K 0.1% 199
2020
Q1 		$265K Sell
5,382
-963
-15% -$67.1K 0.09% 210
2019
Q4 		$480K Buy
6,345
+1,188
+23% +$88.5K 0.14% 183
2019
Q3 		$383K Sell
5,157
-300
-5% -$21K 0.14% 195
2019
Q2 		$370K Buy
5,457
+846
+18% +$57.8K 0.14% 182
2019
Q1 		$329K Sell
4,611
-948
-17% -$62.8K 0.13% 184
2018
Q4 		$340K Sell
5,559
-6,125
-52% -$366K 0.17% 153
2018
Q3 		$644K Buy
11,684
+270
+2% +$14.9K 0.18% 153
2018
Q2 		$595K Buy
11,414
+752
+7% +$38.1K 0.18% 164
2018
Q1 		$534K Sell
10,662
-450
-4% -$22.4K 0.19% 164
2017
Q4 		$614K Buy
11,112
+1,246
+13% +$67.6K 0.22% 144
2017
Q3 		$547K Buy
9,866
+777
+9% +$43.2K 0.22% 138
2017
Q2 		$486K Buy
9,089
+684
+8% +$37.8K 0.21% 137
2017
Q1 		$485K Sell
8,405
-362
-4% -$21K 0.22% 117
2016
Q4 		$488K Buy
8,767
+1,180
+16% +$66.2K 0.23% 114
2016
Q3 		$492K Sell
7,587
-214
-3% -$14.1K 0.25% 114
2016
Q2 		$524K Buy
7,801
+261
+3% +$15.8K 0.27% 96
2016
Q1 		$457K Sell
7,540
-92
-1% -$5.12K 0.26% 107
2015
Q4 		$382K Buy
+7,632
New +$365K 0.19% 123

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 $37.4B AUM 35.42% 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

Ausdal Financial Partners's O Position: Q1 2026 in Review

Ausdal Financial Partners increased its Realty Income (O) stake by 4.3% in Q1 2026, buying an estimated $68.5K and bringing the position to 26,794 shares worth $1.64M. The position accounts for 0.07% of the portfolio, ranked #265.

Ausdal Financial Partners first reported a position in O in Q4 2015 and has held it in 42 quarters since. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Ausdal Financial Partners held 26,794 shares of Realty Income worth $1.64M as of Q1 2026.
  • Ausdal Financial Partners bought 1,094 Realty Income shares in Q1 2026, an estimated $68.5K.
  • Realty Income made up 0.07% of Ausdal Financial Partners's portfolio in Q1 2026, its #265 holding.
  • Ausdal Financial Partners first reported a position in Realty Income in Q4 2015 and has held it in 42 quarters since.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.