EP Wealth Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.23M | Buy |
52,729
+1,213
| +2% | +$75.9K | 0.02% | 380 |
|
|
2025
Q4 | $2.9M | Buy |
+51,516
| New | +$2.98M | 0.02% | 371 |
|
|
2025
Q2 | $3.15M | Buy |
54,763
+6,735
| +14% | +$381K | 0.02% | 333 |
|
|
2025
Q1 | $2.79M | Sell |
48,028
-53
| -0.1% | -$2.93K | 0.02% | 311 |
|
|
2024
Q4 | $2.57M | Buy |
48,081
+4,145
| +9% | +$241K | 0.02% | 319 |
|
|
2024
Q3 | $2.79M | Buy |
43,936
+4,935
| +13% | +$294K | 0.02% | 301 |
|
|
2024
Q2 | $2.06M | Buy |
39,001
+20,427
| +110% | +$1.09M | 0.02% | 277 |
|
|
2024
Q1 | $1M | Buy |
18,574
+2,776
| +18% | +$150K | 0.01% | 374 |
|
|
2023
Q4 | $907K | Buy |
15,798
+571
| +4% | +$30K | 0.01% | 382 |
|
|
2023
Q3 | $760K | Sell |
15,227
-23,110
| -60% | -$1.33M | 0.01% | 381 |
|
|
2023
Q2 | $1.03M | Buy |
38,337
+33,137
| +637% | +$2.02M | 0.01% | 328 |
|
|
2023
Q1 | $278K | Sell |
5,200
-7,804
| -60% | -$506K | ﹤0.01% | 505 |
|
|
2022
Q4 | $825K | Buy |
+13,004
| New | +$807K | 0.01% | 314 |
|
|
2022
Q3 | – | Sell |
-12,705
| Closed | -$867K | – | 535 |
|
|
2022
Q2 | $867K | Buy |
12,705
+3,937
| +45% | +$270K | 0.02% | 277 |
|
|
2022
Q1 | $608K | Sell |
8,768
-93
| -1% | -$6.32K | 0.01% | 342 |
|
|
2021
Q4 | $634K | Buy |
8,861
+1,068
| +14% | +$73.4K | 0.02% | 319 |
|
|
2021
Q3 | $490K | Sell |
7,793
-715
| -8% | -$48.3K | 0.01% | 335 |
|
|
2021
Q2 | $550K | Buy |
8,508
+2,641
| +45% | +$174K | 0.02% | 320 |
|
|
2021
Q1 | $361K | Buy |
5,867
+384
| +7% | +$22.7K | 0.01% | 372 |
|
|
2020
Q4 | $330K | Buy |
5,483
+44
| +0.8% | +$2.6K | 0.01% | 332 |
|
|
2020
Q3 | $320K | Sell |
5,439
-453
| -8% | -$26.8K | 0.01% | 284 |
|
|
2020
Q2 | $340K | Sell |
5,892
-2,480
| -30% | -$132K | 0.01% | 293 |
|
|
2020
Q1 | $404K | Buy |
8,372
+30
| +0.4% | +$2.09K | 0.02% | 275 |
|
|
2019
Q4 | $595K | Buy |
8,342
+37
| +0.4% | +$2.76K | 0.02% | 260 |
|
|
2019
Q3 | $617K | Buy |
8,305
+2,627
| +46% | +$184K | 0.03% | 210 |
|
|
2019
Q2 | $380K | Sell |
5,678
-11,567
| -67% | -$790K | 0.02% | 215 |
|
|
2019
Q1 | $1.23M | Buy |
17,245
+164
| +1% | +$10.9K | 0.12% | 101 |
|
|
2018
Q4 | $1.04M | Sell |
17,081
-873
| -5% | -$52.1K | 0.08% | 121 |
|
|
2018
Q3 | $990K | Buy |
+17,954
| New | +$989K | 0.08% | 115 |
|
Other funds holding O
VPM
VCM
EP Wealth Advisors's O Position: Q1 2026 in Review
EP Wealth Advisors increased its Realty Income (O) stake by 2.4% in Q1 2026, buying an estimated $75.9K and bringing the position to 52,729 shares worth $3.23M. The position accounts for 0.02% of the portfolio, ranked #380.
EP Wealth Advisors first reported a position in O in Q3 2018 and has held it in 29 quarters since. 1,435 funds tracked by Wall St. Rank hold O as of Q1 2026.
- EP Wealth Advisors held 52,729 shares of Realty Income worth $3.23M as of Q1 2026.
- EP Wealth Advisors bought 1,213 Realty Income shares in Q1 2026, an estimated $75.9K.
- Realty Income made up 0.02% of EP Wealth Advisors's portfolio in Q1 2026, its #380 holding.
- EP Wealth Advisors first reported a position in Realty Income in Q3 2018 and has held it in 29 quarters since.
- 1,435 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.