Brighton Jones LLC’s Realty Income O Stock Holding History

Brighton Jones LLC’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	$466K	Buy	+7,623	New	+$477K	0.01%	731
2025 Q4	–	Sell	-7,839	Closed	-$477K	–	663
2025 Q3	$477K	Buy	7,839 +827	+12%	+$48.2K	0.01%	645
2025 Q2	$404K	Buy	7,012 +1,087	+18%	+$61.5K	0.01%	607
2025 Q1	$344K	Sell	5,925 -176	-3%	-$9.74K	0.01%	494
2024 Q4	$326K	Buy	6,101 +615	+11%	+$35.8K	0.01%	496
2024 Q3	$348K	Sell	5,486 -455	-8%	-$27.1K	0.01%	396
2024 Q2	$314K	Buy	5,941 +294	+5%	+$15.7K	0.01%	467
2024 Q1	$306K	Sell	5,647 -135	-2%	-$7.31K	0.01%	461
2023 Q4	$332K	Buy	+5,782	New	+$304K	0.01%	418

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Brighton Jones LLC's O Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Realty Income (O) in Q1 2026: 7,623 shares worth $466K. The stake represents 0.01% of the portfolio and ranks #731 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in O as recently as Q3 2025.

Brighton Jones LLC first reported a position in O in Q4 2023 and has held it in 9 quarters since. The position peaked at $477K in Q3 2025. 1,439 funds tracked by Wall St. Rank hold O as of Q1 2026.

Brighton Jones LLC held 7,623 shares of Realty Income worth $466K as of Q1 2026.
Realty Income was a new Brighton Jones LLC position in Q1 2026.
Realty Income made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #731 holding.
Brighton Jones LLC first reported a position in Realty Income in Q4 2023 and has held it in 9 quarters since.
Brighton Jones LLC's Realty Income position peaked at $477K in Q3 2025.
1,439 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.