First Foundation Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.71M | Sell |
44,222
-707
| -2% | -$44.3K | 0.11% | 122 |
|
|
2025
Q4 | $2.53M | Sell |
44,929
-888
| -2% | -$51.4K | 0.1% | 121 |
|
|
2025
Q3 | $2.79M | Sell |
45,817
-18,200
| -28% | -$1.06M | 0.1% | 124 |
|
|
2025
Q2 | $3.69M | Sell |
64,017
-2,993
| -4% | -$169K | 0.14% | 103 |
|
|
2025
Q1 | $3.89M | Sell |
67,010
-527
| -0.8% | -$29.2K | 0.16% | 95 |
|
|
2024
Q4 | $3.61M | Sell |
67,537
-2,638
| -4% | -$154K | 0.14% | 103 |
|
|
2024
Q3 | $4.45M | Sell |
70,175
-5,923
| -8% | -$352K | 0.17% | 83 |
|
|
2024
Q2 | $4.02M | Sell |
76,098
-4,622
| -6% | -$247K | 0.15% | 82 |
|
|
2024
Q1 | $4.37M | Sell |
80,720
-3,742
| -4% | -$203K | 0.17% | 76 |
|
|
2023
Q4 | $4.85M | Sell |
84,462
-9,842
| -10% | -$517K | 0.22% | 71 |
|
|
2023
Q3 | $4.71M | Sell |
94,304
-11,961
| -11% | -$688K | 0.22% | 75 |
|
|
2023
Q2 | $6.35M | Sell |
106,265
-20,535
| -16% | -$1.25M | 0.27% | 73 |
|
|
2023
Q1 | $8.03M | Sell |
126,800
-213,210
| -63% | -$13.8M | 0.37% | 63 |
|
|
2022
Q4 | $21.6M | Sell |
340,010
-443,436
| -57% | -$27.5M | 1.03% | 25 |
|
|
2022
Q3 | $45.6M | Sell |
783,446
-21,252
| -3% | -$1.47M | 2.23% | 7 |
|
|
2022
Q2 | $54.9M | Buy |
804,698
+13,757
| +2% | +$945K | 2.43% | 8 |
|
|
2022
Q1 | $54.8M | Sell |
790,941
-7,540
| -0.9% | -$513K | 1.98% | 10 |
|
|
2021
Q4 | $57.2M | Buy |
798,481
+788,413
| +7,831% | +$54.2M | 1.96% | 9 |
|
|
2021
Q3 | $633K | Buy |
10,068
+500
| +5% | +$33.8K | 0.02% | 245 |
|
|
2021
Q2 | $619K | Buy |
9,568
+819
| +9% | +$53.8K | 0.02% | 257 |
|
|
2021
Q1 | $538K | Buy |
8,749
+2,758
| +46% | +$163K | 0.02% | 258 |
|
|
2020
Q4 | $361K | Buy |
5,991
+8
| +0.1% | +$473 | 0.02% | 308 |
|
|
2020
Q3 | $352K | Buy |
5,983
+49
| +0.8% | +$2.9K | 0.02% | 267 |
|
|
2020
Q2 | $342K | Buy |
5,934
+701
| +13% | +$37.3K | 0.02% | 261 |
|
|
2020
Q1 | $253K | Hold |
5,233
| – | – | 0.02% | 293 |
|
|
2019
Q4 | $373K | Sell |
5,233
-223
| -4% | -$16.6K | 0.02% | 271 |
|
|
2019
Q3 | $405K | Buy |
5,456
+1,006
| +23% | +$70.5K | 0.02% | 248 |
|
|
2019
Q2 | $297K | Buy |
4,450
+1
| +0% | +$68 | 0.02% | 278 |
|
|
2019
Q1 | $317K | Sell |
4,449
-5
| -0.1% | -$331 | 0.02% | 260 |
|
|
2018
Q4 | $272K | Buy |
4,454
+24
| +0.5% | +$1.43K | 0.02% | 325 |
|
|
2018
Q3 | $244K | Sell |
4,430
-635
| -13% | -$35K | 0.01% | 310 |
|
|
2018
Q2 | $264K | Buy |
5,065
+638
| +14% | +$32.3K | 0.02% | 279 |
|
|
2018
Q1 | $222K | Buy |
4,427
+28
| +0.6% | +$1.4K | 0.01% | 292 |
|
|
2017
Q4 | $243K | Buy |
4,399
+1
| +0% | +$54 | 0.01% | 294 |
|
|
2017
Q3 | $244K | Sell |
4,398
-168
| -4% | -$9.33K | 0.01% | 268 |
|
|
2017
Q2 | $244K | Sell |
4,566
-5,353
| -54% | -$296K | 0.01% | 277 |
|
|
2017
Q1 | $572K | Sell |
9,919
-4,778
| -33% | -$277K | 0.04% | 195 |
|
|
2016
Q4 | $819K | Sell |
14,697
-832
| -5% | -$46.7K | 0.05% | 156 |
|
|
2016
Q3 | $1.01M | Buy |
15,529
+2,665
| +21% | +$176K | 0.07% | 136 |
|
|
2016
Q2 | $865K | Buy |
12,864
+5,220
| +68% | +$317K | 0.06% | 142 |
|
|
2016
Q1 | $463K | Buy |
7,644
+3,244
| +74% | +$181K | 0.03% | 183 |
|
|
2015
Q4 | $220K | Buy |
4,400
+2
| +0% | +$96 | 0.02% | 265 |
|
|
2015
Q3 | $202K | Buy |
+4,398
| New | +$199K | 0.02% | 213 |
|
|
2015
Q1 | – | Sell |
-45,987
| Closed | -$2.13M | – | 255 |
|
|
2014
Q4 | $2.13M | Sell |
45,987
-6,057
| -12% | -$268K | 0.19% | 69 |
|
|
2014
Q3 | $2.06M | Buy |
52,044
+4,208
| +9% | +$179K | 0.2% | 57 |
|
|
2014
Q2 | $2.06M | Buy |
47,836
+2,660
| +6% | +$111K | 0.22% | 55 |
|
|
2014
Q1 | $1.79M | Sell |
45,176
-10,861
| -19% | -$431K | 0.22% | 52 |
|
|
2013
Q4 | $2.03M | Buy |
56,037
+15,364
| +38% | +$590K | 0.27% | 49 |
|
|
2013
Q3 | $1.57M | Buy |
40,673
+7,626
| +23% | +$309K | 0.24% | 49 |
|
|
2013
Q2 | $1.34M | Buy |
+33,047
| New | +$1.53M | 0.26% | 48 |
|
Other funds holding O
VPM
VCM
First Foundation Advisors's O Position: Q1 2026 in Review
First Foundation Advisors reduced its Realty Income (O) stake by 1.6% in Q1 2026, selling an estimated $44.3K and leaving 44,222 shares worth $2.71M. The position accounts for 0.11% of the portfolio, ranked #122.
First Foundation Advisors first reported a position in O in Q2 2013 and has held it in 50 quarters since. The position peaked at $57.2M in Q4 2021. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.
- First Foundation Advisors held 44,222 shares of Realty Income worth $2.71M as of Q1 2026.
- First Foundation Advisors sold 707 Realty Income shares in Q1 2026, an estimated $44.3K.
- Realty Income made up 0.11% of First Foundation Advisors's portfolio in Q1 2026, its #122 holding.
- First Foundation Advisors first reported a position in Realty Income in Q2 2013 and has held it in 50 quarters since.
- First Foundation Advisors's Realty Income position peaked at $57.2M in Q4 2021.
- 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.
Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.