JSW
O icon

Journey Strategic Wealth’s Realty Income O Stock Holding History

Journey Strategic Wealth’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 		$471K Buy
7,706
+1,737
+29% +$109K 0.01% 361
2025
Q4 		$336K Sell
5,969
-1,112
-16% -$64.4K 0.01% 461
2025
Q3 		$430K Buy
7,081
+1,725
+32% +$100K 0.01% 342
2025
Q2 		$309K Buy
+5,356
New +$303K 0.01% 419

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

Journey Strategic Wealth's O Position: Q1 2026 in Review

Journey Strategic Wealth increased its Realty Income (O) stake by 29% in Q1 2026, buying an estimated $109K and bringing the position to 7,706 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #361.

Journey Strategic Wealth first reported a position in O in Q2 2025 and has held it in 4 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Journey Strategic Wealth held 7,706 shares of Realty Income worth $471K as of Q1 2026.
  • Journey Strategic Wealth bought 1,737 Realty Income shares in Q1 2026, an estimated $109K.
  • Realty Income made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #361 holding.
  • Journey Strategic Wealth first reported a position in Realty Income in Q2 2025 and has held it in 4 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.