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Kestra Private Wealth Services’s Realty Income O Stock Holding History

Kestra Private Wealth Services’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 		$9.45M Buy
154,470
+16,277
+12% +$1.02M 0.12% 195
2025
Q4 		$7.79M Sell
138,193
-6,271
-4% -$363K 0.1% 229
2025
Q3 		$8.78M Buy
144,464
+3,117
+2% +$182K 0.11% 204
2025
Q2 		$8.14M Buy
141,347
+16,101
+13% +$910K 0.12% 200
2025
Q1 		$7.27M Buy
125,246
+16,376
+15% +$906K 0.12% 192
2024
Q4 		$5.81M Buy
108,870
+66,727
+158% +$3.89M 0.1% 218
2024
Q3 		$2.67M Buy
42,143
+1,413
+3% +$84.1K 0.05% 350
2024
Q2 		$2.15M Buy
40,730
+2,991
+8% +$160K 0.04% 380
2024
Q1 		$2.05M Buy
37,739
+22,793
+153% +$1.23M 0.05% 368
2023
Q4 		$862K Buy
14,946
+10,711
+253% +$562K 0.02% 561
2023
Q3 		$211K Buy
+4,235
New +$244K 0.01% 1012
2023
Q2 		– Sell
-3,226
Closed -$204K – 1119
2023
Q1 		$204K Buy
+3,226
New +$209K 0.01% 918

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

Kestra Private Wealth Services's O Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Realty Income (O) stake by 12% in Q1 2026, buying an estimated $1.02M and bringing the position to 154,470 shares worth $9.45M. The position accounts for 0.12% of the portfolio, ranked #195.

Kestra Private Wealth Services first reported a position in O in Q1 2023 and has held it in 12 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Kestra Private Wealth Services held 154,470 shares of Realty Income worth $9.45M as of Q1 2026.
  • Kestra Private Wealth Services bought 16,277 Realty Income shares in Q1 2026, an estimated $1.02M.
  • Realty Income made up 0.12% of Kestra Private Wealth Services's portfolio in Q1 2026, its #195 holding.
  • Kestra Private Wealth Services first reported a position in Realty Income in Q1 2023 and has held it in 12 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.