FC
O icon

Financial Consulate’s Realty Income O Stock Holding History

Financial Consulate’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 		$4.28K Buy
70
+4
+6% +$250 ﹤0.01% 823
2025
Q4 		$3.72K Hold
66
– – ﹤0.01% 786
2025
Q3 		$4.01K Buy
+66
New +$3.85K ﹤0.01% 694

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Consulate's O Position: Q1 2026 in Review

Financial Consulate increased its Realty Income (O) stake by 6.1% in Q1 2026, buying an estimated $250 and bringing the position to 70 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Financial Consulate first reported a position in O in Q3 2025 and has held it in 3 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Financial Consulate held 70 shares of Realty Income worth $4.28K as of Q1 2026.
  • Financial Consulate bought 4 Realty Income shares in Q1 2026, an estimated $250.
  • Realty Income made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #823 holding.
  • Financial Consulate first reported a position in Realty Income in Q3 2025 and has held it in 3 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.