Gibbs Wealth Management’s Realty Income O Stock Holding History

Gibbs 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	$261K	Buy	+4,266	New	+$267K	0.03%	402

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gibbs Wealth Management's O Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in Realty Income (O) in Q1 2026: 4,266 shares worth $261K. The stake represents 0.03% of the portfolio and ranks #402 among its holdings.

1,448 funds tracked by Wall St. Rank hold O as of Q1 2026.

Gibbs Wealth Management held 4,266 shares of Realty Income worth $261K as of Q1 2026.
Realty Income was a new Gibbs Wealth Management position in Q1 2026.
Realty Income made up 0.03% of Gibbs Wealth Management's portfolio in Q1 2026, its #402 holding.
1,448 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

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