GAFA
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Garton & Associates Financial Advisors’s Realty Income O Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-807
Closed -$45.5K – 510
2025
Q4 		$45.5K Buy
+807
New +$46.7K 0.03% 394

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Garton & Associates Financial Advisors's O Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Realty Income (O) in Q1 2026, closing a stake of 807 shares — an estimated $45.5K sold.

Garton & Associates Financial Advisors first reported a position in O in Q4 2025 and held it in 1 quarter. The position peaked at $45.5K in Q4 2025. 1,441 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 807 Realty Income shares in Q1 2026, an estimated $45.5K.
  • Garton & Associates Financial Advisors first reported a position in Realty Income in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Realty Income position peaked at $45.5K in Q4 2025.
  • 1,441 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.