Caitlin John’s Realty Income O Stock Holding History

Caitlin John’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	$1.38K	Buy	23 +1	+5%	+$63	﹤0.01%	760
2025 Q4	$1.26K	Hold	22	–	–	﹤0.01%	770
2025 Q3	$1.34K	Buy	+22	New	+$1.28K	﹤0.01%	740
2025 Q1	–	Sell	-23	Closed	-$1.25K	–	580
2024 Q4	$1.25K	Hold	23	–	–	﹤0.01%	711
2024 Q3	$1.32K	Hold	23	–	–	﹤0.01%	706
2024 Q2	$1.21K	Buy	23 +1	+5%	+$53	﹤0.01%	703
2024 Q1	$1.22K	Hold	22	–	–	﹤0.01%	737
2023 Q4	$1.28K	Buy	+22	New	+$1.16K	﹤0.01%	741

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

Caitlin John's O Position: Q1 2026 in Review

Caitlin John increased its Realty Income (O) stake by 4.5% in Q1 2026, buying an estimated $63 and bringing the position to 23 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Caitlin John first reported a position in O in Q4 2023 and has held it in 8 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

Caitlin John held 23 shares of Realty Income worth $1.38K as of Q1 2026.
Caitlin John bought 1 Realty Income share in Q1 2026, an estimated $63.
Realty Income made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #760 holding.
Caitlin John first reported a position in Realty Income in Q4 2023 and has held it in 8 quarters since.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.