GoalVest Advisory’s Realty Income O Stock Holding History
Bought
Maintained
Sold
Other funds holding O
GoalVest Advisory's O Position: Q1 2026 in Review
GoalVest Advisory sold out of Realty Income (O) in Q1 2026, closing a stake of 105 shares — an estimated $5.92K sold.
GoalVest Advisory first reported a position in O in Q1 2022 and held it in 6 quarters. The position peaked at $28.7K in Q2 2023. 1,441 funds tracked by Wall St. Rank hold O as of Q1 2026.
- GoalVest Advisory reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
- GoalVest Advisory sold 105 Realty Income shares in Q1 2026, an estimated $5.92K.
- GoalVest Advisory first reported a position in Realty Income in Q1 2022 and held it in 6 quarters.
- GoalVest Advisory's Realty Income position peaked at $28.7K in Q2 2023.
- 1,441 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.
Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.