Key Financial Inc’s Realty Income O Stock Holding History

Key Financial Inc’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	$30.6K	Hold	500	–	–	0.01%	631
2025 Q4	$28.2K	Sell	500 -300	-38%	-$17.4K	0.01%	650
2025 Q3	$48.4K	Buy	800 +291	+57%	+$17K	0.01%	527
2025 Q2	$29.3K	Hold	509	–	–	0.01%	601
2025 Q1	$29.5K	Hold	509	–	–	0.01%	580
2024 Q4	$27.2K	Hold	509	–	–	0.01%	582
2024 Q3	$32.3K	Buy	509 +9	+2%	+$536	0.01%	558
2024 Q2	$26.4K	Sell	500 -104	-17%	-$5.55K	0.01%	585
2024 Q1	$32.7K	Buy	604 +18	+3%	+$975	0.01%	509
2023 Q4	$33.6K	Sell	586 -81	-12%	-$4.25K	0.01%	494
2023 Q3	$33.3K	Hold	667	–	–	0.01%	474
2023 Q2	$39.9K	Hold	667	–	–	0.01%	445
2023 Q1	$42.2K	Hold	667	–	–	0.02%	415
2022 Q4	$38.8K	Hold	667	–	–	0.02%	396
2022 Q3	$39K	Buy	667 +82	+14%	+$5.65K	0.02%	400
2022 Q2	$41K	Buy	585 +103	+21%	+$7.08K	0.02%	395
2022 Q1	$33K	Hold	482	–	–	0.02%	417
2021 Q4	$35K	Sell	482 -15	-3%	-$1.03K	0.02%	398
2021 Q3	$31K	Sell	497 -25	-5%	-$1.69K	0.02%	404
2021 Q2	$36K	Buy	522 +111	+27%	+$7.29K	0.02%	394
2021 Q1	$25K	Hold	411	–	–	0.02%	365
2020 Q4	$25K	Buy	+411	New	+$24.3K	0.02%	338
2020 Q2	–	Sell	-386	Closed	-$20K	–	451
2020 Q1	$20K	Buy	+386	New	+$26.9K	0.02%	322

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

Key Financial Inc's O Position: Q1 2026 in Review

Key Financial Inc held its Realty Income (O) position steady in Q1 2026 at 500 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #631.

Key Financial Inc first reported a position in O in Q1 2020 and has held it in 23 quarters since. The position peaked at $48.4K in Q3 2025. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

Key Financial Inc held 500 shares of Realty Income worth $30.6K as of Q1 2026.
Key Financial Inc left its Realty Income share count unchanged in Q1 2026.
Realty Income made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #631 holding.
Key Financial Inc first reported a position in Realty Income in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Realty Income position peaked at $48.4K in Q3 2025.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.