HWA
O icon

Heritage Wealth Advisors’s Realty Income O Stock Holding History

Heritage Wealth 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 		$66.3K Hold
1,083
– – ﹤0.01% 291
2025
Q4 		$61K Hold
1,083
– – ﹤0.01% 301
2025
Q3 		$65.8K Hold
1,083
– – ﹤0.01% 278
2025
Q2 		$62.4K Hold
1,083
– – ﹤0.01% 283
2025
Q1 		$62.8K Sell
1,083
-480
-31% -$26.6K ﹤0.01% 282
2024
Q4 		$83.5K Sell
1,563
-57
-4% -$3.32K ﹤0.01% 269
2024
Q3 		$103K Buy
1,620
+57
+4% +$3.39K ﹤0.01% 263
2024
Q2 		$82.6K Sell
1,563
-200
-11% -$10.7K ﹤0.01% 265
2024
Q1 		$95.4K Buy
1,763
+533
+43% +$28.9K ﹤0.01% 266
2023
Q4 		$70.6K Hold
1,230
– – ﹤0.01% 305
2023
Q3 		$61.4K Sell
1,230
-170
-12% -$9.78K ﹤0.01% 281
2023
Q2 		$83.7K Buy
1,400
+150
+12% +$9.15K ﹤0.01% 270
2023
Q1 		$79.2K Hold
1,250
– – ﹤0.01% 274
2022
Q4 		$79.3K Hold
1,250
– – ﹤0.01% 277
2022
Q3 		$72.8K Hold
1,250
– – 0.01% 271
2022
Q2 		$85K Buy
1,250
+100
+9% +$6.87K 0.01% 275
2022
Q1 		$80K Hold
1,150
– – ﹤0.01% 272
2021
Q4 		$82K Buy
1,150
+66
+6% +$4.54K ﹤0.01% 282
2021
Q3 		$68.1K Buy
1,084
+104
+11% +$7.02K ﹤0.01% 292
2021
Q2 		$63.4K Hold
980
– – ﹤0.01% 304
2021
Q1 		$60.3K Buy
980
+309
+46% +$18.3K ﹤0.01% 313
2020
Q4 		$40K Hold
671
– – ﹤0.01% 346
2020
Q3 		$39.5K Hold
671
– – 0.01% 289
2020
Q2 		$38.7K Hold
671
– – 0.01% 275
2020
Q1 		$32.4K Sell
671
-91
-12% -$6.34K 0.01% 275
2019
Q4 		$54.3K Hold
762
– – 0.01% 297
2019
Q3 		$56K Hold
762
– – 0.01% 264
2019
Q2 		$50.9K Buy
762
+671
+737% +$45.8K 0.01% 255
2019
Q1 		$6.47K Buy
+91
New +$6.03K ﹤0.01% 377

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

Heritage Wealth Advisors's O Position: Q1 2026 in Review

Heritage Wealth Advisors held its Realty Income (O) position steady in Q1 2026 at 1,083 shares worth $66.3K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Heritage Wealth Advisors first reported a position in O in Q1 2019 and has held it in 29 quarters since. The position peaked at $103K in Q3 2024. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Heritage Wealth Advisors held 1,083 shares of Realty Income worth $66.3K as of Q1 2026.
  • Heritage Wealth Advisors left its Realty Income share count unchanged in Q1 2026.
  • Realty Income made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #291 holding.
  • Heritage Wealth Advisors first reported a position in Realty Income in Q1 2019 and has held it in 29 quarters since.
  • Heritage Wealth Advisors's Realty Income position peaked at $103K in Q3 2024.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.