Insigneo Advisory Services’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$420K Sell
6,863
-149
-2% -$9.33K 0.03% 414
2025
Q4
$395K Sell
7,012
-33
-0.5% -$1.91K 0.03% 428
2025
Q3
$428K Sell
7,045
-369
-5% -$21.5K 0.03% 409
2025
Q2
$427K Buy
7,414
+69
+0.9% +$3.9K 0.04% 378
2025
Q1
$426K Buy
7,345
+3,156
+75% +$175K 0.04% 339
2024
Q4
$224K Sell
4,189
-914
-18% -$53.2K 0.02% 496
2024
Q3
$324K Sell
5,103
-281
-5% -$16.7K 0.03% 427
2024
Q2
$319K Sell
5,384
-2,866
-35% -$153K 0.04% 392
2024
Q1
$448K Sell
8,250
-199
-2% -$10.8K 0.05% 288
2023
Q4
$487K Sell
8,449
-319
-4% -$16.7K 0.07% 244
2023
Q3
$440K Buy
8,768
+694
+9% +$39.9K 0.09% 209
2023
Q2
$485K Buy
8,074
+2,374
+42% +$145K 0.09% 203
2023
Q1
$360K Buy
5,700
+1,605
+39% +$104K 0.11% 183
2022
Q4
$261K Buy
+4,095
New +$254K 0.1% 210

Other funds holding O

Insigneo Advisory Services's O Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Realty Income (O) stake by 2.1% in Q1 2026, selling an estimated $9.33K and leaving 6,863 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #414.

Insigneo Advisory Services first reported a position in O in Q4 2022 and has held it in 14 quarters since. The position peaked at $487K in Q4 2023. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Insigneo Advisory Services held 6,863 shares of Realty Income worth $420K as of Q1 2026.
  • Insigneo Advisory Services sold 149 Realty Income shares in Q1 2026, an estimated $9.33K.
  • Realty Income made up 0.03% of Insigneo Advisory Services's portfolio in Q1 2026, its #414 holding.
  • Insigneo Advisory Services first reported a position in Realty Income in Q4 2022 and has held it in 14 quarters since.
  • Insigneo Advisory Services's Realty Income position peaked at $487K in Q4 2023.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.