Evermay Wealth Management’s Realty Income O Stock Holding History

Evermay Wealth Management’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	$14.6K	Hold	238	–	–	﹤0.01%	428
2025 Q4	$13.5K	Hold	238	–	–	﹤0.01%	420
2025 Q3	$14.5K	Hold	238	–	–	﹤0.01%	417
2025 Q2	$13.7K	Hold	238	–	–	﹤0.01%	419
2025 Q1	$13.8K	Hold	238	–	–	﹤0.01%	413
2024 Q4	$12.7K	Hold	238	–	–	﹤0.01%	416
2024 Q3	$15.1K	Hold	238	–	–	﹤0.01%	417
2024 Q2	$12.6K	Hold	238	–	–	﹤0.01%	434
2024 Q1	$12.9K	Sell	238 -6	-2%	-$325	﹤0.01%	447
2023 Q4	$14.1K	Buy	244 +6	+3%	+$315	﹤0.01%	416
2023 Q3	$11.9K	Hold	238	–	–	﹤0.01%	410
2023 Q2	$14.3K	Buy	238 +78	+49%	+$4.76K	﹤0.01%	394
2023 Q1	$10.2K	Buy	160 +35	+28%	+$2.27K	﹤0.01%	417
2022 Q4	$7.96K	Hold	125	–	–	﹤0.01%	434
2022 Q3	$7K	Buy	125 +79	+172%	+$5.45K	﹤0.01%	431
2022 Q2	$3K	Sell	46 -454	-91%	-$31.2K	﹤0.01%	462
2022 Q1	$35K	Hold	500	–	–	0.01%	330
2021 Q4	$36K	Sell	500 -16	-3%	-$1.1K	0.01%	310
2021 Q3	$32K	Hold	516	–	–	0.01%	305
2021 Q2	$33K	Buy	+516	New	+$33.9K	0.01%	325

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

Evermay Wealth Management's O Position: Q1 2026 in Review

Evermay Wealth Management held its Realty Income (O) position steady in Q1 2026 at 238 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Evermay Wealth Management first reported a position in O in Q2 2021 and has held it in 20 quarters since. The position peaked at $36K in Q4 2021. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

Evermay Wealth Management held 238 shares of Realty Income worth $14.6K as of Q1 2026.
Evermay Wealth Management left its Realty Income share count unchanged in Q1 2026.
Realty Income made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #428 holding.
Evermay Wealth Management first reported a position in Realty Income in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's Realty Income position peaked at $36K in Q4 2021.
1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.