DecisionPoint Financial’s Realty Income O Stock Holding History

DecisionPoint Financial’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	$490	Sell	8 -54	-87%	-$3.38K	﹤0.01%	483
2025 Q4	$3.5K	Buy	62 +54	+675%	+$3.13K	﹤0.01%	286
2025 Q3	$484	Hold	8	–	–	﹤0.01%	478
2025 Q2	$463	Buy	+8	New	+$452	﹤0.01%	468
2023 Q4	–	Sell	-33	Closed	-$1.65K	–	245
2023 Q3	$1.65K	Buy	+33	New	+$1.9K	﹤0.01%	208

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

DecisionPoint Financial's O Position: Q1 2026 in Review

DecisionPoint Financial reduced its Realty Income (O) stake by 87% in Q1 2026, selling an estimated $3.38K and leaving 8 shares worth $490. The position accounts for ﹤0.01% of the portfolio, ranked #483.

DecisionPoint Financial first reported a position in O in Q3 2023 and has held it in 5 quarters since. The position peaked at $3.5K in Q4 2025. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

DecisionPoint Financial held 8 shares of Realty Income worth $490 as of Q1 2026.
DecisionPoint Financial sold 54 Realty Income shares in Q1 2026, an estimated $3.38K.
Realty Income made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #483 holding.
DecisionPoint Financial first reported a position in Realty Income in Q3 2023 and has held it in 5 quarters since.
DecisionPoint Financial's Realty Income position peaked at $3.5K in Q4 2025.
1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.