Ken Fisher’s Realty Income O Stock Holding History

Ken Fisher’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	$438K	Buy	7,165 +2,112	+42%	+$132K	﹤0.01%	816
2025 Q4	$285K	Buy	5,053 +1,019	+25%	+$59K	﹤0.01%	900
2025 Q3	$245K	Sell	4,034 -206	-5%	-$12K	﹤0.01%	937
2025 Q2	$244K	Sell	4,240 -1,365	-24%	-$77.2K	﹤0.01%	920
2025 Q1	$325K	Buy	+5,605	New	+$310K	﹤0.01%	884
2024 Q3	–	Sell	-3,957	Closed	-$209K	–	985
2024 Q2	$209K	Sell	3,957 -3,209	-45%	-$171K	﹤0.01%	950
2024 Q1	$388K	Buy	+7,166	New	+$388K	﹤0.01%	818
2023 Q2	–	Sell	-3,409	Closed	-$216K	–	1196
2023 Q1	$216K	Buy	+3,409	New	+$221K	﹤0.01%	976

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 $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

Ken Fisher's O Position: Q1 2026 in Review

Ken Fisher increased its Realty Income (O) stake by 42% in Q1 2026, buying an estimated $132K and bringing the position to 7,165 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Ken Fisher first reported a position in O in Q1 2023 and has held it in 8 quarters since. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

Ken Fisher held 7,165 shares of Realty Income worth $438K as of Q1 2026.
Ken Fisher bought 2,112 Realty Income shares in Q1 2026, an estimated $132K.
Realty Income made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #816 holding.
Ken Fisher first reported a position in Realty Income in Q1 2023 and has held it in 8 quarters since.
1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.