KP
O icon

Keel Point’s Realty Income O Stock Holding History

Keel Point’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 		$224K Buy
+3,664
New +$229K 0.01% 416
2025
Q1 		– Sell
-3,911
Closed -$209K – 483
2024
Q4 		$209K Buy
3,911
+469
+14% +$27.3K 0.02% 408
2024
Q3 		$218K Sell
3,442
-913
-21% -$54.3K 0.02% 405
2024
Q2 		$263K Buy
+4,355
New +$233K 0.02% 343

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

Keel Point's O Position: Q1 2026 in Review

Keel Point opened a new position in Realty Income (O) in Q1 2026: 3,664 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #416 among its holdings. This is a return to the name: Keel Point previously reported a position in O as recently as Q4 2024.

Keel Point first reported a position in O in Q2 2024 and has held it in 4 quarters since. The position peaked at $263K in Q2 2024. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Keel Point held 3,664 shares of Realty Income worth $224K as of Q1 2026.
  • Realty Income was a new Keel Point position in Q1 2026.
  • Realty Income made up 0.01% of Keel Point's portfolio in Q1 2026, its #416 holding.
  • Keel Point first reported a position in Realty Income in Q2 2024 and has held it in 4 quarters since.
  • Keel Point's Realty Income position peaked at $263K in Q2 2024.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.