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	-292	Closed	-$15.9K	–	2098
2024 Q1	$15.9K	Sell	292 -236	-45%	-$12.8K	﹤0.01%	608
2023 Q4	$25.3K	Buy	528 +82	+18%	+$4.3K	﹤0.01%	659
2023 Q3	$20.6K	Buy	446 +386	+643%	+$22.2K	﹤0.01%	545
2023 Q2	$12K	Sell	60 -3	-5%	-$183	0.03%	266
2023 Q1	$5.91K	Hold	63	–	–	0.18%	123
2022 Q4	$10.7K	Sell	63 -923	-94%	-$57.3K	0.06%	232
2022 Q3	$4.46K	Sell	986 -306	-24%	-$21.1K	0.15%	138
2022 Q2	$5.36K	Buy	1,292 +1,223	+1,772%	+$84K	0.17%	118
2022 Q1	$18	Buy	+69	New	+$4.69K	﹤0.01%	722
2021 Q4	–	Sell	-4	Closed	-$65K	–	989
2021 Q3	$65K	Hold	4	–	–	0.03%	473
2021 Q2	$67K	Sell	4 -6	-60%	-$394	0.02%	476
2021 Q1	$666	Sell	10 -3	-23%	-$178	0.01%	371
2020 Q4	$1K	Buy	+13	New	+$768	﹤0.01%	431
2020 Q2	–	Sell	-128	Closed	-$6.19K	–	603
2020 Q1	$6.19K	Sell	128 -101	-44%	-$7.03K	0.02%	312
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 $3.37T AUM 44.26% 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 25 quarters since. The position peaked at $74K in Q4 2019. 1,441 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 25 quarters since.
Financial Gravity Asset Management's Realty Income position peaked at $74K in Q4 2019.
1,441 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.