FCM
O icon

Fourpath Capital Management’s Realty Income O Stock Holding History

Fourpath Capital 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 		$602K Sell
9,835
-6,075
-38% -$380K 0.09% 149
2025
Q4 		$897K Sell
15,910
-159
-1% -$9.21K 0.12% 108
2025
Q3 		$977K Buy
16,069
+30
+0.2% +$1.75K 0.14% 102
2025
Q2 		$924K Buy
16,039
+1,220
+8% +$69K 0.15% 99
2025
Q1 		$860K Sell
14,819
-38
-0.3% -$2.1K 0.15% 96
2024
Q4 		$793K Sell
14,857
-598
-4% -$34.8K 0.15% 101
2024
Q3 		$980K Buy
15,455
+342
+2% +$20.4K 0.18% 94
2024
Q2 		$798K Buy
15,113
+3,985
+36% +$213K 0.59% 35
2024
Q1 		$602K Buy
11,128
+2,440
+28% +$132K 0.42% 55
2023
Q4 		$499K Sell
8,688
-215
-2% -$11.3K 0.34% 66
2023
Q3 		$445K Buy
+8,903
New +$512K 0.33% 71
2023
Q2 		– Sell
-8,990
Closed -$569K – 118
2023
Q1 		$569K Sell
8,990
-107
-1% -$6.93K 0.4% 63
2022
Q4 		$577K Hold
9,097
– – 0.42% 62
2022
Q3 		$529K Buy
9,097
+27
+0.3% +$1.86K 0.36% 64
2022
Q2 		$619K Buy
9,070
+211
+2% +$14.5K 0.38% 62
2022
Q1 		$614K Buy
8,859
+300
+4% +$20.4K 0.24% 72
2021
Q4 		$613K Buy
+8,559
New +$589K 0.24% 76

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

Fourpath Capital Management's O Position: Q1 2026 in Review

Fourpath Capital Management reduced its Realty Income (O) stake by 38% in Q1 2026, selling an estimated $380K and leaving 9,835 shares worth $602K. The position accounts for 0.09% of the portfolio, ranked #149.

Fourpath Capital Management first reported a position in O in Q4 2021 and has held it in 17 quarters since. The position peaked at $980K in Q3 2024. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Fourpath Capital Management held 9,835 shares of Realty Income worth $602K as of Q1 2026.
  • Fourpath Capital Management sold 6,075 Realty Income shares in Q1 2026, an estimated $380K.
  • Realty Income made up 0.09% of Fourpath Capital Management's portfolio in Q1 2026, its #149 holding.
  • Fourpath Capital Management first reported a position in Realty Income in Q4 2021 and has held it in 17 quarters since.
  • Fourpath Capital Management's Realty Income position peaked at $980K in Q3 2024.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Fourpath Capital Management's 13F filing for Q1 2026, filed 1 May 2026.