Benchmark Investment Advisors’s Realty Income O Stock Holding History

Benchmark Investment Advisors’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	$416K	Buy	+6,800	New	+$426K	0.24%	58
2025 Q3	$413K	Buy	+6,800	New	+$396K	0.24%	58
2025 Q1	$421K	Hold	7,256	–	–	0.27%	67
2024 Q4	$388K	Sell	7,256 -65	-0.9%	-$3.79K	0.25%	62
2024 Q3	$464K	Hold	7,321	–	–	0.33%	59
2024 Q2	$387K	Sell	7,321 -100	-1%	-$5.34K	0.28%	63
2024 Q1	$401K	Hold	7,421	–	–	0.32%	67
2023 Q4	$426K	Buy	7,421 +65	+0.9%	+$3.41K	0.39%	61
2023 Q3	$367K	Hold	7,356	–	–	0.37%	63
2023 Q2	$440K	Buy	7,356 +456	+7%	+$27.8K	0.41%	60
2023 Q1	$437K	Hold	6,900	–	–	0.45%	58
2022 Q4	$438K	Hold	6,900	–	–	0.46%	63
2022 Q3	$402K	Hold	6,900	–	–	0.43%	64
2022 Q2	$471K	Hold	6,900	–	–	0.49%	64
2022 Q1	$478K	Hold	6,900	–	–	0.36%	71
2021 Q4	$494K	Buy	+6,900	New	+$474K	0.41%	66

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 $37.4B AUM 35.42% 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

Benchmark Investment Advisors's O Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in Realty Income (O) in Q1 2026: 6,800 shares worth $416K. The stake represents 0.24% of the portfolio and ranks #58 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in O as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in O in Q4 2021 and has held it in 16 quarters since. The position peaked at $494K in Q4 2021. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

Benchmark Investment Advisors held 6,800 shares of Realty Income worth $416K as of Q1 2026.
Realty Income was a new Benchmark Investment Advisors position in Q1 2026.
Realty Income made up 0.24% of Benchmark Investment Advisors's portfolio in Q1 2026, its #58 holding.
Benchmark Investment Advisors first reported a position in Realty Income in Q4 2021 and has held it in 16 quarters since.
Benchmark Investment Advisors's Realty Income position peaked at $494K in Q4 2021.
1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.