Financial Gravity Asset Management’s Realty Income O Stock Holding History

Financial Gravity Asset 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	$7.53K	Hold	123	–	–	﹤0.01%	617
2025 Q4	$6.93K	Sell	123 -66	-35%	-$3.82K	﹤0.01%	532
2025 Q3	$11.5K	Buy	+189	New	+$11K	﹤0.01%	536
2025 Q1	$7.13K	Buy	+123	New	+$6.81K	﹤0.01%	670
2024 Q2	–	Sell	-80	Closed	-$4.35K	–	1678
2024 Q1	$4.35K	Sell	80 -2	-2%	-$108	﹤0.01%	594
2023 Q4	$4.75K	Buy	+82	New	+$4.3K	﹤0.01%	602
2021 Q3	$65K	Hold	4	–	–	0.03%	473
2021 Q2	$67K	Buy	+4	New	+$263	0.02%	476
2020 Q4	$1K	Buy	+13	New	+$768	﹤0.01%	431
2019 Q4	$74K	Sell	229 -26	-10%	-$1.94K	0.05%	454
2019 Q3	$19K	Buy	255 +89	+54%	+$6.24K	0.02%	467
2019 Q2	$11K	Sell	166 -121	-42%	-$8.26K	0.01%	582
2019 Q1	$20K	Buy	+287	New	+$19K	0.02%	447
2018 Q3	$10K	Buy	169 +12	+8%	+$661	0.01%	576
2018 Q2	$9K	Sell	157 -736	-82%	-$37.3K	0.01%	596
2018 Q1	$44K	Buy	+893	New	+$44.5K	0.05%	344

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Gravity Asset Management's O Position: Q1 2026 in Review

Financial Gravity Asset Management held its Realty Income (O) position steady in Q1 2026 at 123 shares worth $7.53K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Financial Gravity Asset Management first reported a position in O in Q1 2018 and has held it in 16 quarters since. The position peaked at $74K in Q4 2019. 1,447 funds tracked by Wall St. Rank hold O as of Q1 2026.

Financial Gravity Asset Management held 123 shares of Realty Income worth $7.53K as of Q1 2026.
Financial Gravity Asset Management left its Realty Income share count unchanged in Q1 2026.
Realty Income made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #617 holding.
Financial Gravity Asset Management first reported a position in Realty Income in Q1 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's Realty Income position peaked at $74K in Q4 2019.
1,447 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.