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 Q3	–	Sell	-4,609	Closed	-$286K	–	193
2026 Q2	$286K	Hold	4,609	–	–	0.11%	145
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BlueChip Wealth Advisors's O Position: Q3 2026 in Review

BlueChip Wealth Advisors sold out of Realty Income (O) in Q3 2026, closing a stake of 4,609 shares — an estimated $286K sold.

BlueChip Wealth Advisors first reported a position in O in Q2 2024 and held it in 8 quarters. The position peaked at $324K in Q3 2024. 1,240 funds tracked by Wall St. Rank hold O as of Q3 2026.

BlueChip Wealth Advisors reported no remaining Realty Income position as of Q3 2026 after selling out during the quarter.
BlueChip Wealth Advisors sold 4,609 Realty Income shares in Q3 2026, an estimated $286K.
BlueChip Wealth Advisors first reported a position in Realty Income in Q2 2024 and held it in 8 quarters.
BlueChip Wealth Advisors's Realty Income position peaked at $324K in Q3 2024.
1,240 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.