Mark Sheptoff Financial Planning’s Realty Income O Stock Holding History

Mark Sheptoff Financial Planning’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	$30.4K	Hold	479	–	–	0.02%	223
2025 Q4	$27K	Hold	479	–	–	0.01%	246
2025 Q3	$29.1K	Hold	479	–	–	0.01%	237
2025 Q2	$27.6K	Hold	479	–	–	0.01%	238
2025 Q1	$27.8K	Hold	479	–	–	0.02%	215
2024 Q4	$25.6K	Hold	479	–	–	0.01%	236
2024 Q3	$30.4K	Hold	479	–	–	0.02%	212
2024 Q2	$25.3K	Buy	479 +149	+45%	+$7.96K	0.01%	239
2024 Q1	$17.9K	Hold	330	–	–	0.01%	246
2023 Q4	$18.9K	Hold	330	–	–	0.01%	233
2023 Q3	$16.5K	Hold	330	–	–	0.01%	223
2023 Q2	$19.7K	Hold	330	–	–	0.01%	223
2023 Q1	$20.9K	Sell	330 -87	-21%	-$5.64K	0.01%	217
2022 Q4	$26.4K	Buy	417 +87	+26%	+$5.4K	0.02%	195
2022 Q3	$19K	Hold	330	–	–	0.01%	212
2022 Q2	$23K	Hold	330	–	–	0.01%	212
2022 Q1	$23K	Hold	330	–	–	0.01%	235
2021 Q4	$24K	Sell	330 -11	-3%	-$756	0.01%	238
2021 Q3	$21K	Hold	341	–	–	0.01%	241
2021 Q2	$22K	Hold	341	–	–	0.01%	261
2021 Q1	$21K	Hold	341	–	–	0.01%	229
2020 Q4	$21K	Hold	341	–	–	0.01%	213
2020 Q3	$20K	Hold	341	–	–	0.01%	191
2020 Q2	$20K	Hold	341	–	–	0.01%	197
2020 Q1	$16K	Hold	341	–	–	0.01%	193
2019 Q4	$24K	Hold	341	–	–	0.02%	198
2019 Q3	$25K	Hold	341	–	–	0.02%	194
2019 Q2	$23K	Hold	341	–	–	0.02%	204
2019 Q1	$24K	Hold	341	–	–	0.02%	201
2018 Q4	$21K	Hold	341	–	–	0.02%	189
2018 Q3	$19K	Hold	341	–	–	0.01%	243
2018 Q2	$18K	Hold	341	–	–	0.01%	230
2018 Q1	$17K	Hold	341	–	–	0.01%	244
2017 Q4	$19K	Hold	341	–	–	0.01%	240
2017 Q3	$19K	Hold	341	–	–	0.01%	242
2017 Q2	$18K	Sell	341 -1	-0.3%	-$55	0.01%	235
2017 Q1	$20K	Sell	342 -1,074	-76%	-$62.2K	0.01%	226
2016 Q4	$79K	Hold	1,416	–	–	0.06%	146
2016 Q3	$92K	Hold	1,416	–	–	0.07%	133
2016 Q2	$95K	Hold	1,416	–	–	0.07%	126
2016 Q1	$86K	Hold	1,416	–	–	0.07%	126
2015 Q4	$71K	Hold	1,416	–	–	0.06%	147
2015 Q3	$65K	Hold	1,416	–	–	0.06%	148
2015 Q2	$61K	Buy	1,416 +1,075	+315%	+$49.2K	0.05%	159
2015 Q1	$17K	Hold	341	–	–	0.01%	232
2014 Q4	$16K	Hold	341	–	–	0.01%	237
2014 Q3	$13K	Hold	341	–	–	0.01%	255
2014 Q2	$15K	Hold	341	–	–	0.01%	247
2014 Q1	$13K	Buy	+341	New	+$13.5K	0.01%	259

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

Mark Sheptoff Financial Planning's O Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Realty Income (O) position steady in Q1 2026 at 479 shares worth $30.4K. The position accounts for 0.02% of the portfolio, ranked #223.

Mark Sheptoff Financial Planning first reported a position in O in Q1 2014 and has held it in 49 quarters since. The position peaked at $95K in Q2 2016. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

Mark Sheptoff Financial Planning held 479 shares of Realty Income worth $30.4K as of Q1 2026.
Mark Sheptoff Financial Planning left its Realty Income share count unchanged in Q1 2026.
Realty Income made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #223 holding.
Mark Sheptoff Financial Planning first reported a position in Realty Income in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Realty Income position peaked at $95K in Q2 2016.
1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.