JIP
O icon

Jaffetilchin Investment Partners’s Realty Income O Stock Holding History

Jaffetilchin Investment Partners’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 		$1.32M Sell
21,624
-1,144
-5% -$71.6K 0.08% 166
2025
Q4 		$1.28M Sell
22,768
-2,944
-11% -$170K 0.08% 165
2025
Q3 		$1.56M Sell
25,712
-546
-2% -$31.8K 0.09% 143
2025
Q2 		$1.51M Sell
26,258
-696
-3% -$39.4K 0.1% 137
2025
Q1 		$1.56M Buy
26,954
+1,142
+4% +$63.2K 0.11% 131
2024
Q4 		$1.38M Buy
25,812
+1,483
+6% +$86.4K 0.1% 131
2024
Q3 		$1.54M Sell
24,329
-403
-2% -$24K 0.12% 108
2024
Q2 		$1.31M Sell
24,732
-1,199
-5% -$64K 0.11% 113
2024
Q1 		$1.4M Sell
25,931
-3,577
-12% -$194K 0.13% 104
2023
Q4 		$1.69M Sell
29,508
-281
-0.9% -$14.8K 0.17% 92
2023
Q3 		$1.49M Sell
29,789
-3,466
-10% -$199K 0.16% 86
2023
Q2 		$1.99M Buy
33,255
+332
+1% +$20.3K 0.21% 77
2023
Q1 		$2.08M Sell
32,923
-228
-0.7% -$14.8K 0.24% 81
2022
Q4 		$2.1M Buy
33,151
+663
+2% +$41.2K 0.26% 76
2022
Q3 		$1.89M Sell
32,488
-95
-0.3% -$6.55K 0.24% 64
2022
Q2 		$2.22M Buy
32,583
+266
+0.8% +$18.3K 0.26% 66
2022
Q1 		$2.11M Buy
32,317
+2,865
+10% +$195K 0.25% 65
2021
Q4 		$2.11M Sell
29,452
-164
-0.6% -$11.3K 0.2% 78
2021
Q3 		$1.86M Buy
29,616
+1,168
+4% +$78.9K 0.2% 81
2021
Q2 		$1.84M Buy
28,448
+2,362
+9% +$155K 0.13% 120
2021
Q1 		$1.6M Buy
+26,086
New +$1.55M 0.19% 97

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 $37.4B AUM 35.42% 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

Jaffetilchin Investment Partners's O Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Realty Income (O) stake by 5% in Q1 2026, selling an estimated $71.6K and leaving 21,624 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #166.

Jaffetilchin Investment Partners first reported a position in O in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.22M in Q2 2022. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Jaffetilchin Investment Partners held 21,624 shares of Realty Income worth $1.32M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 1,144 Realty Income shares in Q1 2026, an estimated $71.6K.
  • Realty Income made up 0.08% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #166 holding.
  • Jaffetilchin Investment Partners first reported a position in Realty Income in Q1 2021 and has held it in 21 quarters since.
  • Jaffetilchin Investment Partners's Realty Income position peaked at $2.22M in Q2 2022.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.