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Clearstead Advisors’s Realty Income O Stock Holding History

Clearstead 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
Q1 		$875K Buy
14,303
+4,642
+48% +$291K 0.01% 561
2025
Q4 		$545K Buy
9,661
+1,702
+21% +$98.5K 0.01% 629
2025
Q3 		$484K Sell
7,959
-17,506
-69% -$1.02M 0.01% 640
2025
Q2 		$1.47M Buy
25,465
+460
+2% +$26K 0.02% 372
2025
Q1 		$1.45M Sell
25,005
-966
-4% -$53.5K 0.02% 350
2024
Q4 		$1.39M Buy
25,971
+16,231
+167% +$945K 0.02% 353
2024
Q3 		$618K Buy
9,740
+3,906
+67% +$232K 0.01% 522
2024
Q2 		$308K Buy
5,834
+5,109
+705% +$273K 0.01% 671
2024
Q1 		$39.9K Buy
725
+189
+35% +$10.2K ﹤0.01% 821
2023
Q4 		$30.8K Sell
536
-164
-23% -$8.61K ﹤0.01% 863
2023
Q3 		$35K Buy
700
+199
+40% +$11.4K ﹤0.01% 938
2023
Q2 		$30K Sell
501
-53
-10% -$3.23K ﹤0.01% 831
2023
Q1 		$35.1K Buy
554
+13
+2% +$842 ﹤0.01% 740
2022
Q4 		$34.3K Buy
541
+221
+69% +$13.7K ﹤0.01% 696
2022
Q3 		$19K Buy
320
+177
+124% +$12.2K ﹤0.01% 782
2022
Q2 		$10K Sell
143
-150
-51% -$10.3K ﹤0.01% 923
2022
Q1 		$20K Buy
293
+175
+148% +$11.9K ﹤0.01% 871
2021
Q4 		$8K Sell
118
-103
-47% -$7.08K ﹤0.01% 950
2021
Q3 		$14K Buy
221
+101
+84% +$6.82K ﹤0.01% 889
2021
Q2 		$8K Buy
120
+2
+2% +$131 ﹤0.01% 825
2021
Q1 		$7K Sell
118
-104
-47% -$6.16K ﹤0.01% 831
2020
Q4 		$13K Buy
222
+106
+91% +$6.26K ﹤0.01% 686
2020
Q3 		$7K Sell
116
-434
-79% -$25.7K ﹤0.01% 712
2020
Q2 		$32K Buy
550
+438
+391% +$23.3K ﹤0.01% 477
2020
Q1 		$5K Buy
+112
New +$7.8K ﹤0.01% 647

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

Clearstead Advisors's O Position: Q1 2026 in Review

Clearstead Advisors increased its Realty Income (O) stake by 48% in Q1 2026, buying an estimated $291K and bringing the position to 14,303 shares worth $875K. The position accounts for 0.01% of the portfolio, ranked #561.

Clearstead Advisors first reported a position in O in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.47M in Q2 2025. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Clearstead Advisors held 14,303 shares of Realty Income worth $875K as of Q1 2026.
  • Clearstead Advisors bought 4,642 Realty Income shares in Q1 2026, an estimated $291K.
  • Realty Income made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #561 holding.
  • Clearstead Advisors first reported a position in Realty Income in Q1 2020 and has held it in 25 quarters since.
  • Clearstead Advisors's Realty Income position peaked at $1.47M in Q2 2025.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.