Cassaday & Co Wealth Management’s Realty Income O Stock Holding History

Cassaday & Co Wealth Management’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	$106K	Buy	+1,729	New	+$108K	﹤0.01%	453

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

Cassaday & Co Wealth Management's O Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Realty Income (O) in Q1 2026: 1,729 shares worth $106K. The stake represents ﹤0.01% of the portfolio and ranks #453 among its holdings.

1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

Cassaday & Co Wealth Management held 1,729 shares of Realty Income worth $106K as of Q1 2026.
Realty Income was a new Cassaday & Co Wealth Management position in Q1 2026.
Realty Income made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #453 holding.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.