CAS
O icon

Coppell Advisory Solutions’s Realty Income O Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-34,248
Closed -$1.95M – 245
2025
Q4 		$1.95M Buy
34,248
+473
+1% +$27.4K 0.19% 106
2025
Q3 		$2.05M Sell
33,775
-144
-0.4% -$8.39K 0.22% 100
2025
Q2 		$1.93M Sell
33,919
-80
-0.2% -$4.52K 0.23% 96
2025
Q1 		$1.95M Sell
33,999
-953
-3% -$52.8K 0.27% 84
2024
Q4 		$1.84M Buy
34,952
+13
+0% +$757 0.26% 82
2024
Q3 		$2.19M Buy
34,939
+1,438
+4% +$85.6K 0.32% 70
2024
Q2 		$1.77M Buy
+33,501
New +$1.79M 0.29% 77
2023
Q4 		$1.8M Sell
31,377
-1,755
-5% -$92.1K 0.36% 67
2023
Q3 		$2.1M Buy
33,132
+370
+1% +$21.3K 0.72% 34
2023
Q2 		$1.97M Sell
32,762
-812
-2% -$49.6K 0.56% 39
2023
Q1 		$2.1M Buy
33,574
+442
+1% +$28.6K 0.69% 33
2022
Q4 		$2.1M Buy
+33,132
New +$2.06M 0.71% 34
2020
Q4 		$814K Buy
+13,506
New +$798K 0.41% 63

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 $37.4B AUM 35.42% 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

Coppell Advisory Solutions's O Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Realty Income (O) in Q1 2026, closing a stake of 34,248 shares — an estimated $1.95M sold.

Coppell Advisory Solutions first reported a position in O in Q4 2020 and held it in 13 quarters. The position peaked at $2.19M in Q3 2024. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 34,248 Realty Income shares in Q1 2026, an estimated $1.95M.
  • Coppell Advisory Solutions first reported a position in Realty Income in Q4 2020 and held it in 13 quarters.
  • Coppell Advisory Solutions's Realty Income position peaked at $2.19M in Q3 2024.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.