CFG
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Chapman Financial Group’s Realty Income O Stock Holding History

Chapman Financial Group’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 		$6.12K Hold
100
– – ﹤0.01% 233
2025
Q4 		$5.64K Hold
100
– – ﹤0.01% 231
2025
Q3 		$6.08K Hold
100
– – ﹤0.01% 235
2025
Q2 		$5.76K Buy
+100
New +$5.66K ﹤0.01% 190
2024
Q4 		$5.34K Buy
+100
New +$5.82K ﹤0.01% 199

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Chapman Financial Group's O Position: Q1 2026 in Review

Chapman Financial Group held its Realty Income (O) position steady in Q1 2026 at 100 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Chapman Financial Group first reported a position in O in Q4 2024 and has held it in 5 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Chapman Financial Group held 100 shares of Realty Income worth $6.12K as of Q1 2026.
  • Chapman Financial Group left its Realty Income share count unchanged in Q1 2026.
  • Realty Income made up ﹤0.01% of Chapman Financial Group's portfolio in Q1 2026, its #233 holding.
  • Chapman Financial Group first reported a position in Realty Income in Q4 2024 and has held it in 5 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.