Jessup Wealth Management’s Realty Income O Stock Holding History

Jessup Wealth Management’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	-125	Closed	-$7.05K	–	256
2025 Q4	$7.05K	Buy	+125	New	+$7.24K	﹤0.01%	264

Other funds holding O

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 $34.1B AUM 20.22% 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

Jessup Wealth Management's O Position: Q1 2026 in Review

Jessup Wealth Management sold out of Realty Income (O) in Q1 2026, closing a stake of 125 shares — an estimated $7.05K sold.

Jessup Wealth Management first reported a position in O in Q4 2025 and held it in 1 quarter. The position peaked at $7.05K in Q4 2025. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

Jessup Wealth Management reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 125 Realty Income shares in Q1 2026, an estimated $7.05K.
Jessup Wealth Management first reported a position in Realty Income in Q4 2025 and held it in 1 quarter.
Jessup Wealth Management's Realty Income position peaked at $7.05K in Q4 2025.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.