FSB Premier Wealth Management’s Realty Income O Stock Holding History

FSB Premier Wealth 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	$484K	Sell	7,914 -1,269	-14%	-$79.4K	0.15%	140
2025 Q4	$518K	Buy	9,183 +1,146	+14%	+$66.3K	0.16%	135
2025 Q3	$489K	Buy	8,037 +967	+14%	+$56.3K	0.16%	137
2025 Q2	$407K	Buy	7,070 +77	+1%	+$4.35K	0.15%	146
2025 Q1	$406K	Buy	6,993 +87	+1%	+$4.82K	0.16%	138
2024 Q4	$369K	Sell	6,906 -1,709	-20%	-$99.5K	0.15%	144
2024 Q3	$546K	Buy	8,615 +4,363	+103%	+$260K	0.22%	113
2024 Q2	$225K	Buy	4,252 +25	+0.6%	+$1.33K	0.1%	169
2024 Q1	$229K	Buy	+4,227	New	+$229K	0.11%	166
2022 Q1	–	Sell	-156	Closed	-$11K	–	383
2021 Q4	$11K	Buy	+156	New	+$10.7K	﹤0.01%	402

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

FSB Premier Wealth Management's O Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its Realty Income (O) stake by 14% in Q1 2026, selling an estimated $79.4K and leaving 7,914 shares worth $484K. The position accounts for 0.15% of the portfolio, ranked #140.

FSB Premier Wealth Management first reported a position in O in Q4 2021 and has held it in 10 quarters since. The position peaked at $546K in Q3 2024. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

FSB Premier Wealth Management held 7,914 shares of Realty Income worth $484K as of Q1 2026.
FSB Premier Wealth Management sold 1,269 Realty Income shares in Q1 2026, an estimated $79.4K.
Realty Income made up 0.15% of FSB Premier Wealth Management's portfolio in Q1 2026, its #140 holding.
FSB Premier Wealth Management first reported a position in Realty Income in Q4 2021 and has held it in 10 quarters since.
FSB Premier Wealth Management's Realty Income position peaked at $546K in Q3 2024.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.