KWM
O icon

Kingsview Wealth Management’s Realty Income O Stock Holding History

Kingsview Wealth Management’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 		$6.01M Sell
98,316
-8,254
-8% -$517K 0.08% 263
2025
Q4 		$6.01M Sell
106,570
-1,906
-2% -$110K 0.09% 245
2025
Q3 		$6.59M Buy
108,476
+4,243
+4% +$247K 0.1% 208
2025
Q2 		$6M Buy
104,233
+9,290
+10% +$525K 0.1% 208
2025
Q1 		$5.51M Sell
94,943
-2,863
-3% -$158K 0.1% 201
2024
Q4 		$5.22M Buy
97,806
+14,232
+17% +$829K 0.1% 199
2024
Q3 		$5.3M Buy
83,574
+22,461
+37% +$1.34M 0.11% 195
2024
Q2 		$3.23M Buy
61,113
+786
+1% +$42K 0.08% 238
2024
Q1 		$3.26M Buy
60,327
+744
+1% +$40.3K 0.08% 232
2023
Q4 		$3.42M Buy
59,583
+3,239
+6% +$170K 0.1% 190
2023
Q3 		$2.81M Buy
56,344
+37,856
+205% +$2.18M 0.1% 217
2023
Q2 		$1.11M Sell
18,488
-6,209
-25% -$379K 0.04% 378
2023
Q1 		$1.56M Sell
24,697
-734
-3% -$47.6K 0.07% 286
2022
Q4 		$1.61M Sell
25,431
-1,105
-4% -$68.6K 0.07% 261
2022
Q3 		$1.54M Buy
26,536
+2,088
+9% +$144K 0.07% 263
2022
Q2 		$1.67M Buy
24,448
+12,493
+105% +$858K 0.08% 251
2022
Q1 		$828K Buy
11,955
+452
+4% +$30.7K 0.04% 444
2021
Q4 		$824K Sell
11,503
-1,006
-8% -$69.2K 0.03% 452
2021
Q3 		$786K Buy
12,509
+727
+6% +$49.1K 0.04% 438
2021
Q2 		$766K Buy
11,782
+3,430
+41% +$225K 0.04% 441
2021
Q1 		$527K Buy
8,352
+1,208
+17% +$71.6K 0.03% 494
2020
Q4 		$430K Buy
7,144
+1,082
+18% +$63.9K 0.03% 478
2020
Q3 		$357K Sell
6,062
-1,255
-17% -$74.2K 0.03% 441
2020
Q2 		$422K Buy
+7,317
New +$390K 0.04% 366

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

Kingsview Wealth Management's O Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Realty Income (O) stake by 7.7% in Q1 2026, selling an estimated $517K and leaving 98,316 shares worth $6.01M. The position accounts for 0.08% of the portfolio, ranked #263.

Kingsview Wealth Management first reported a position in O in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.59M in Q3 2025. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Kingsview Wealth Management held 98,316 shares of Realty Income worth $6.01M as of Q1 2026.
  • Kingsview Wealth Management sold 8,254 Realty Income shares in Q1 2026, an estimated $517K.
  • Realty Income made up 0.08% of Kingsview Wealth Management's portfolio in Q1 2026, its #263 holding.
  • Kingsview Wealth Management first reported a position in Realty Income in Q2 2020 and has held it in 24 quarters since.
  • Kingsview Wealth Management's Realty Income position peaked at $6.59M in Q3 2025.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.