Enterprise Financial Services Corp (EFSC)’s Realty Income O Stock Holding History

Enterprise Financial Services Corp (EFSC)’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	$243K	Buy	3,972 +255	+7%	+$16K	0.12%	136
2025 Q4	$210K	Buy	+3,717	New	+$215K	0.11%	152
2021 Q3	–	Sell	-123	Closed	-$8K	–	944
2021 Q2	$8K	Sell	123 -155	-56%	-$10.2K	﹤0.01%	822
2021 Q1	$18K	Sell	278 -95	-25%	-$5.63K	﹤0.01%	620
2020 Q4	$23K	Sell	373 -1,098	-75%	-$64.9K	﹤0.01%	542
2020 Q3	$87K	Hold	1,471	–	–	0.02%	303
2020 Q2	$84K	Buy	1,471 +1,128	+329%	+$60.1K	0.02%	301
2020 Q1	$16K	Buy	343 +51	+17%	+$3.55K	﹤0.01%	547
2019 Q4	$21K	Hold	292	–	–	﹤0.01%	572
2019 Q3	$22K	Hold	292	–	–	0.01%	536
2019 Q2	$19K	Hold	292	–	–	﹤0.01%	593
2019 Q1	$21K	Buy	+292	New	+$19.4K	﹤0.01%	566
2017 Q2	–	Sell	-38	Closed	-$2K	–	1016
2017 Q1	$2K	Buy	+38	New	+$2.2K	﹤0.01%	948

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 $37.4B AUM 35.42% 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

Enterprise Financial Services Corp (EFSC)'s O Position: Q1 2026 in Review

Enterprise Financial Services Corp (EFSC) increased its Realty Income (O) stake by 6.9% in Q1 2026, buying an estimated $16K and bringing the position to 3,972 shares worth $243K. The position accounts for 0.12% of the portfolio, ranked #136.

Enterprise Financial Services Corp (EFSC) first reported a position in O in Q1 2017 and has held it in 13 quarters since. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

Enterprise Financial Services Corp (EFSC) held 3,972 shares of Realty Income worth $243K as of Q1 2026.
Enterprise Financial Services Corp (EFSC) bought 255 Realty Income shares in Q1 2026, an estimated $16K.
Realty Income made up 0.12% of Enterprise Financial Services Corp (EFSC)'s portfolio in Q1 2026, its #136 holding.
Enterprise Financial Services Corp (EFSC) first reported a position in Realty Income in Q1 2017 and has held it in 13 quarters since.
1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2026, filed 5 May 2026.