Jefferies Financial Group’s Realty Income O Stock Holding History

Jefferies Financial Group’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	–	Sell	-46,061	Closed	-$2.6M	–	2077
2025 Q4	$2.6M	Buy	+46,061	New	+$2.67M	0.01%	701
2025 Q2	–	Sell	-5,307	Closed	-$308K	–	1666
2025 Q1	$308K	Buy	+5,307	New	+$294K	﹤0.01%	1226
2024 Q2	–	Sell	-8,136	Closed	-$440K	–	1754
2024 Q1	$440K	Buy	+8,136	New	+$441K	﹤0.01%	1101
2023 Q1	–	Sell	-24,471	Closed	-$1.55M	–	1881
2022 Q4	$1.55M	Buy	+24,471	New	+$1.52M	0.01%	743

Other funds holding O

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jefferies Financial Group's O Position: Q1 2026 in Review

Jefferies Financial Group sold out of Realty Income (O) in Q1 2026, closing a stake of 46,061 shares — an estimated $2.6M sold.

Jefferies Financial Group first reported a position in O in Q4 2022 and held it in 4 quarters. The position peaked at $2.6M in Q4 2025. 1,439 funds tracked by Wall St. Rank hold O as of Q1 2026.

Jefferies Financial Group reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 46,061 Realty Income shares in Q1 2026, an estimated $2.6M.
Jefferies Financial Group first reported a position in Realty Income in Q4 2022 and held it in 4 quarters.
Jefferies Financial Group's Realty Income position peaked at $2.6M in Q4 2025.
1,439 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.