BMSSC
O icon

B. Metzler seel. Sohn & Co’s Realty Income O Stock Holding History

B. Metzler seel. Sohn & Co’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 		$1.48M Buy
24,256
+1,806
+8% +$113K 0.01% 458
2025
Q4 		$1.27M Hold
22,450
– – 0.01% 504
2025
Q3 		$1.36M Buy
22,450
+471
+2% +$27.4K 0.01% 483
2025
Q2 		$1.27M Hold
21,979
– – 0.01% 482
2025
Q1 		$1.28M Sell
21,979
-674
-3% -$37.3K 0.01% 464
2024
Q4 		$1.21M Hold
22,653
– – 0.01% 491
2024
Q3 		$1.44M Buy
22,653
+5,582
+33% +$332K 0.01% 466
2024
Q2 		$902K Sell
17,071
-6,096
-26% -$326K 0.01% 548
2024
Q1 		$1.25M Buy
23,167
+7,193
+45% +$389K 0.01% 476
2023
Q4 		$917K Buy
15,974
+290
+2% +$15.2K 0.01% 518
2023
Q3 		$783K Buy
15,684
+2,502
+19% +$144K 0.01% 516
2023
Q2 		$788K Buy
13,182
+183
+1% +$11.2K 0.01% 518
2023
Q1 		$823K Hold
12,999
– – 0.01% 473
2022
Q4 		$825K Buy
12,999
+1,729
+15% +$107K 0.01% 462
2022
Q3 		$656K Hold
11,270
– – 0.01% 499
2022
Q2 		$769K Buy
11,270
+419
+4% +$28.8K 0.01% 493
2022
Q1 		$752K Hold
10,851
– – 0.01% 532
2021
Q4 		$780K Buy
10,851
+4,811
+80% +$331K 0.01% 480
2021
Q3 		$380K Hold
6,040
– – 0.01% 601
2021
Q2 		$391K Buy
6,040
+184
+3% +$12.1K 0.01% 584
2021
Q1 		$360K Sell
5,856
-412
-7% -$24.4K 0.01% 591
2020
Q4 		$378K Buy
+6,268
New +$370K 0.01% 565

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

B. Metzler seel. Sohn & Co's O Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co increased its Realty Income (O) stake by 8% in Q1 2026, buying an estimated $113K and bringing the position to 24,256 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #458.

B. Metzler seel. Sohn & Co first reported a position in O in Q4 2020 and has held it in 22 quarters since. 1,439 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • B. Metzler seel. Sohn & Co held 24,256 shares of Realty Income worth $1.48M as of Q1 2026.
  • B. Metzler seel. Sohn & Co bought 1,806 Realty Income shares in Q1 2026, an estimated $113K.
  • Realty Income made up 0.01% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #458 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Realty Income in Q4 2020 and has held it in 22 quarters since.
  • 1,439 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.