BC
O icon

Bayforest Capital’s Realty Income O Stock Holding History

Bayforest Capital’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
-1,682
Closed -$94.8K – 1032
2025
Q4 		$94.8K Buy
1,682
+95
+6% +$5.5K 0.07% 481
2025
Q3 		$96.5K Buy
+1,587
New +$92.5K 0.05% 527
2025
Q2 		– Sell
-3,039
Closed -$176K – 870
2025
Q1 		$176K Buy
3,039
+149
+5% +$8.25K 0.08% 411
2024
Q4 		$154K Buy
+2,890
New +$168K 0.19% 190

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bayforest Capital's O Position: Q1 2026 in Review

Bayforest Capital sold out of Realty Income (O) in Q1 2026, closing a stake of 1,682 shares — an estimated $94.8K sold.

Bayforest Capital first reported a position in O in Q4 2024 and held it in 4 quarters. The position peaked at $176K in Q1 2025. 1,441 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Bayforest Capital reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
  • Bayforest Capital sold 1,682 Realty Income shares in Q1 2026, an estimated $94.8K.
  • Bayforest Capital first reported a position in Realty Income in Q4 2024 and held it in 4 quarters.
  • Bayforest Capital's Realty Income position peaked at $176K in Q1 2025.
  • 1,441 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.