BHPW
O icon

Beverly Hills Private Wealth’s Realty Income O Stock Holding History

Beverly Hills Private Wealth’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
-3,985
Closed -$225K – 361
2025
Q4 		$225K Sell
3,985
-436
-10% -$25.2K 0.04% 301
2025
Q3 		$269K Sell
4,421
-24
-0.5% -$1.4K 0.05% 288
2025
Q2 		$256K Buy
4,445
+2
+0% +$113 0.05% 297
2025
Q1 		$258K Sell
4,443
-45
-1% -$2.49K 0.05% 294
2024
Q4 		$240K Sell
4,488
-605
-12% -$35.2K 0.05% 297
2024
Q3 		$323K Sell
5,093
-742
-13% -$44.2K 0.07% 259
2024
Q2 		$308K Buy
5,835
+345
+6% +$18.4K 0.07% 268
2024
Q1 		$297K Buy
+5,490
New +$297K 0.07% 281
2023
Q4 		– Sell
-5,618
Closed -$281K – 350
2023
Q3 		$281K Sell
5,618
-5,067
-47% -$291K 0.08% 235
2023
Q2 		$633K Buy
10,685
+5,176
+94% +$316K 0.1% 207
2023
Q1 		$349K Buy
5,509
+588
+12% +$38.1K 0.11% 205
2022
Q4 		$312K Buy
+4,921
New +$306K 0.14% 172

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

Beverly Hills Private Wealth's O Position: Q1 2026 in Review

Beverly Hills Private Wealth sold out of Realty Income (O) in Q1 2026, closing a stake of 3,985 shares — an estimated $225K sold.

Beverly Hills Private Wealth first reported a position in O in Q4 2022 and held it in 12 quarters. The position peaked at $633K in Q2 2023. 1,441 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Beverly Hills Private Wealth reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 3,985 Realty Income shares in Q1 2026, an estimated $225K.
  • Beverly Hills Private Wealth first reported a position in Realty Income in Q4 2022 and held it in 12 quarters.
  • Beverly Hills Private Wealth's Realty Income position peaked at $633K in Q2 2023.
  • 1,441 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.