DSA
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Davis Selected Advisers’s Realty Income O Stock Holding History

Davis Selected Advisers’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 		$5.81M Buy
94,910
+3,520
+4% +$220K 0.03% 96
2025
Q4 		$5.15M Sell
91,390
-2,190
-2% -$127K 0.02% 96
2025
Q3 		$5.69M Buy
93,580
+44,710
+91% +$2.6M 0.03% 96
2025
Q2 		$2.82M Buy
+48,870
New +$2.76M 0.02% 100

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Davis Selected Advisers's O Position: Q1 2026 in Review

Davis Selected Advisers increased its Realty Income (O) stake by 3.9% in Q1 2026, buying an estimated $220K and bringing the position to 94,910 shares worth $5.81M. The position accounts for 0.03% of the portfolio, ranked #96.

Davis Selected Advisers first reported a position in O in Q2 2025 and has held it in 4 quarters since. 1,439 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Davis Selected Advisers held 94,910 shares of Realty Income worth $5.81M as of Q1 2026.
  • Davis Selected Advisers bought 3,520 Realty Income shares in Q1 2026, an estimated $220K.
  • Realty Income made up 0.03% of Davis Selected Advisers's portfolio in Q1 2026, its #96 holding.
  • Davis Selected Advisers first reported a position in Realty Income in Q2 2025 and has held it in 4 quarters since.
  • 1,439 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Davis Selected Advisers's 13F filing for Q1 2026, filed 7 May 2026.