Luken Investment Analytics’s Realty Income O Stock Holding History

Luken Investment Analytics’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	–	Sell	-5	Closed	-$282	–	330
2025 Q4	$282	Buy	+5	New	+$289	﹤0.01%	361
2025 Q1	–	Sell	-750	Closed	-$40.1K	–	159
2024 Q4	$40.1K	Buy	+750	New	+$43.7K	0.02%	87
2024 Q3	–	Sell	-327	Closed	-$17.3K	–	141
2024 Q2	$17.3K	Hold	327	–	–	0.01%	116
2024 Q1	$17.7K	Hold	327	–	–	0.01%	103
2023 Q4	$18.8K	Hold	327	–	–	0.01%	102
2023 Q3	$16.3K	Hold	327	–	–	0.01%	103
2023 Q2	$19.6K	Hold	327	–	–	0.01%	97
2023 Q1	$20.7K	Hold	327	–	–	0.01%	93
2022 Q4	$20.7K	Buy	+327	New	+$20.3K	0.01%	94

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Luken Investment Analytics's O Position: Q1 2026 in Review

Luken Investment Analytics sold out of Realty Income (O) in Q1 2026, closing a stake of 5 shares — an estimated $282 sold.

Luken Investment Analytics first reported a position in O in Q4 2022 and held it in 9 quarters. The position peaked at $40.1K in Q4 2024. 1,441 funds tracked by Wall St. Rank hold O as of Q1 2026.

Luken Investment Analytics reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
Luken Investment Analytics sold 5 Realty Income shares in Q1 2026, an estimated $282.
Luken Investment Analytics first reported a position in Realty Income in Q4 2022 and held it in 9 quarters.
Luken Investment Analytics's Realty Income position peaked at $40.1K in Q4 2024.
1,441 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Luken Investment Analytics's 13F filing for Q1 2026, filed 12 May 2026.