Envestnet Portfolio Solutions’s Realty Income O Stock Holding History

Envestnet Portfolio 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	$1.2M	Sell	19,658 -37,196	-65%	-$2.33M	0.01%	581
2025 Q4	$3.2M	Buy	56,854 +2,455	+5%	+$142K	0.01%	451
2025 Q3	$3.31M	Sell	54,399 -2,931	-5%	-$171K	0.01%	426
2025 Q2	$3.3M	Buy	57,330 +2,160	+4%	+$122K	0.01%	447
2025 Q1	$3.2M	Sell	55,170 -10,231	-16%	-$566K	0.01%	473
2024 Q4	$3.49M	Sell	65,401 -2,500	-4%	-$146K	0.01%	492
2024 Q3	$4.31M	Sell	67,901 -1,518	-2%	-$90.3K	0.01%	425
2024 Q2	$3.67M	Buy	69,419 +11,539	+20%	+$616K	0.01%	455
2024 Q1	$3.13M	Buy	57,880 +14,644	+34%	+$793K	0.01%	509
2023 Q4	$2.48M	Buy	43,236 +1,105	+3%	+$58K	0.01%	529
2023 Q3	$2.1M	Buy	+42,131	New	+$2.42M	0.01%	533

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

Envestnet Portfolio Solutions's O Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Realty Income (O) stake by 65% in Q1 2026, selling an estimated $2.33M and leaving 19,658 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #581.

Envestnet Portfolio Solutions first reported a position in O in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.31M in Q3 2024. 1,435 funds tracked by Wall St. Rank hold O as of Q1 2026.

Envestnet Portfolio Solutions held 19,658 shares of Realty Income worth $1.2M as of Q1 2026.
Envestnet Portfolio Solutions sold 37,196 Realty Income shares in Q1 2026, an estimated $2.33M.
Realty Income made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #581 holding.
Envestnet Portfolio Solutions first reported a position in Realty Income in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's Realty Income position peaked at $4.31M in Q3 2024.
1,435 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.