Code Waechter’s Realty Income O Stock Holding History

Code Waechter’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	$549K	Sell	8,967 -323	-3%	-$20.2K	0.33%	65
2025 Q4	$524K	Buy	9,290 +274	+3%	+$15.9K	0.34%	66
2025 Q3	$530K	Buy	9,016 +196	+2%	+$11.4K	0.35%	65
2025 Q2	$508K	Sell	8,820 -6,519	-42%	-$369K	0.36%	61
2025 Q1	$890K	Sell	15,339 -5,643	-27%	-$312K	0.73%	30
2024 Q4	$1.12M	Buy	20,982 +358	+2%	+$20.8K	0.98%	24
2024 Q3	$1.31M	Buy	+20,624	New	+$1.23M	1.25%	17

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

Code Waechter's O Position: Q1 2026 in Review

Code Waechter reduced its Realty Income (O) stake by 3.5% in Q1 2026, selling an estimated $20.2K and leaving 8,967 shares worth $549K. The position accounts for 0.33% of the portfolio, ranked #65.

Code Waechter first reported a position in O in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q3 2024. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

Code Waechter held 8,967 shares of Realty Income worth $549K as of Q1 2026.
Code Waechter sold 323 Realty Income shares in Q1 2026, an estimated $20.2K.
Realty Income made up 0.33% of Code Waechter's portfolio in Q1 2026, its #65 holding.
Code Waechter first reported a position in Realty Income in Q3 2024 and has held it in 7 quarters since.
Code Waechter's Realty Income position peaked at $1.31M in Q3 2024.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Code Waechter's 13F filing for Q1 2026, filed 15 Apr 2026.