Dynamic Wealth Strategies’s Realty Income O Stock Holding History

Dynamic Wealth Strategies’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	$35.8K	Buy	585 +84	+17%	+$5.26K	0.02%	174
2025 Q4	$28.2K	Buy	501 +100	+25%	+$5.79K	0.02%	165
2025 Q3	$24.4K	Buy	401 +4	+1%	+$233	0.02%	164
2025 Q2	$22.9K	Sell	397 -389	-49%	-$22K	0.02%	160
2025 Q1	$45.6K	Buy	+786	New	+$43.5K	0.04%	124
2024 Q4	–	Sell	-695	Closed	-$44K	–	178
2024 Q3	$44K	Buy	695 +284	+69%	+$16.9K	0.04%	132
2024 Q2	$22K	Hold	411	–	–	0.02%	157
2024 Q1	$22K	Sell	411 -80	-16%	-$4.33K	0.02%	160
2023 Q4	$28.2K	Buy	+491	New	+$25.8K	0.03%	139

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

Dynamic Wealth Strategies's O Position: Q1 2026 in Review

Dynamic Wealth Strategies increased its Realty Income (O) stake by 17% in Q1 2026, buying an estimated $5.26K and bringing the position to 585 shares worth $35.8K. The position accounts for 0.02% of the portfolio, ranked #174.

Dynamic Wealth Strategies first reported a position in O in Q4 2023 and has held it in 9 quarters since. The position peaked at $45.6K in Q1 2025. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

Dynamic Wealth Strategies held 585 shares of Realty Income worth $35.8K as of Q1 2026.
Dynamic Wealth Strategies bought 84 Realty Income shares in Q1 2026, an estimated $5.26K.
Realty Income made up 0.02% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #174 holding.
Dynamic Wealth Strategies first reported a position in Realty Income in Q4 2023 and has held it in 9 quarters since.
Dynamic Wealth Strategies's Realty Income position peaked at $45.6K in Q1 2025.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.