Financial Management Network’s Realty Income O Stock Holding History

Financial Management Network’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	$355K	Buy	5,613 +31	+0.6%	+$1.94K	0.05%	151
2025 Q4	$320K	Sell	5,582 -1,835	-25%	-$106K	0.05%	145
2025 Q3	$444K	Sell	7,417 -1,742	-19%	-$101K	0.07%	123
2025 Q2	$528K	Buy	9,159 +83	+0.9%	+$4.69K	0.09%	116
2025 Q1	$480K	Sell	9,076 -1,133	-11%	-$62.7K	0.11%	105
2024 Q4	$544K	Sell	10,209 -183	-2%	-$10.7K	0.11%	103
2024 Q3	$644K	Buy	10,392 +74	+0.7%	+$4.4K	0.13%	96
2024 Q2	$548K	Sell	10,318 -1,255	-11%	-$67K	0.13%	95
2024 Q1	$609K	Sell	11,573 -3,436	-23%	-$186K	0.15%	89
2023 Q4	$869K	Sell	15,009 -1,112	-7%	-$58.4K	0.25%	62
2023 Q3	$799K	Buy	16,121 +818	+5%	+$47K	0.26%	63
2023 Q2	$921K	Buy	15,303 +16	+0.1%	+$976	0.32%	57
2023 Q1	$961K	Buy	15,287 +3,059	+25%	+$198K	0.39%	50
2022 Q4	$790K	Buy	12,228 +41	+0.3%	+$2.55K	0.35%	57
2022 Q3	$735K	Sell	12,187 -243	-2%	-$16.8K	0.36%	61
2022 Q2	$872K	Buy	12,430 +38	+0.3%	+$2.61K	0.46%	51
2022 Q1	$875K	Sell	12,392 -261	-2%	-$17.7K	0.44%	45
2021 Q4	$914K	Buy	12,653 +5,609	+80%	+$386K	0.42%	53
2021 Q3	$454K	Sell	7,044 -466	-6%	-$31.5K	0.23%	80
2021 Q2	$491K	Sell	7,510 -2,018	-21%	-$133K	0.25%	78
2021 Q1	$634K	Buy	9,528 +1,875	+25%	+$111K	0.33%	66
2020 Q4	$437K	Buy	+7,653	New	+$452K	0.27%	69

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

Financial Management Network's O Position: Q1 2026 in Review

Financial Management Network increased its Realty Income (O) stake by 0.56% in Q1 2026, buying an estimated $1.94K and bringing the position to 5,613 shares worth $355K. The position accounts for 0.05% of the portfolio, ranked #151.

Financial Management Network first reported a position in O in Q4 2020 and has held it in 22 quarters since. The position peaked at $961K in Q1 2023. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

Financial Management Network held 5,613 shares of Realty Income worth $355K as of Q1 2026.
Financial Management Network bought 31 Realty Income shares in Q1 2026, an estimated $1.94K.
Realty Income made up 0.05% of Financial Management Network's portfolio in Q1 2026, its #151 holding.
Financial Management Network first reported a position in Realty Income in Q4 2020 and has held it in 22 quarters since.
Financial Management Network's Realty Income position peaked at $961K in Q1 2023.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.