BlueChip Wealth Advisors’s Realty Income O Stock Holding History

BlueChip Wealth 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	$282K	Sell	4,609 -835	-15%	-$52.3K	0.12%	124
2025 Q4	$307K	Buy	5,444 +835	+18%	+$48.3K	0.13%	119
2025 Q3	$280K	Buy	+4,609	New	+$269K	0.12%	124
2025 Q2	–	Sell	-5,462	Closed	-$317K	–	171
2025 Q1	$317K	Buy	5,462 +704	+15%	+$39K	0.16%	114
2024 Q4	$254K	Sell	4,758 -350	-7%	-$20.4K	0.14%	116
2024 Q3	$324K	Sell	5,108 -100	-2%	-$5.95K	0.17%	111
2024 Q2	$275K	Buy	+5,208	New	+$278K	0.16%	113

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 $34.1B AUM 20.22% 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

BlueChip Wealth Advisors's O Position: Q1 2026 in Review

BlueChip Wealth Advisors reduced its Realty Income (O) stake by 15% in Q1 2026, selling an estimated $52.3K and leaving 4,609 shares worth $282K. The position accounts for 0.12% of the portfolio, ranked #124.

BlueChip Wealth Advisors first reported a position in O in Q2 2024 and has held it in 7 quarters since. The position peaked at $324K in Q3 2024. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

BlueChip Wealth Advisors held 4,609 shares of Realty Income worth $282K as of Q1 2026.
BlueChip Wealth Advisors sold 835 Realty Income shares in Q1 2026, an estimated $52.3K.
Realty Income made up 0.12% of BlueChip Wealth Advisors's portfolio in Q1 2026, its #124 holding.
BlueChip Wealth Advisors first reported a position in Realty Income in Q2 2024 and has held it in 7 quarters since.
BlueChip Wealth Advisors's Realty Income position peaked at $324K in Q3 2024.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.