Evergreen Wealth Solutions’s Realty Income O Stock Holding History

Evergreen Wealth 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	$262K	Buy	+4,280	New	+$268K	0.02%	352

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

Evergreen Wealth Solutions's O Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in Realty Income (O) in Q1 2026: 4,280 shares worth $262K. The stake represents 0.02% of the portfolio and ranks #352 among its holdings.

1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

Evergreen Wealth Solutions held 4,280 shares of Realty Income worth $262K as of Q1 2026.
Realty Income was a new Evergreen Wealth Solutions position in Q1 2026.
Realty Income made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #352 holding.
1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.