MRP
O icon

Measured Risk Portfolios’s Realty Income O Stock Holding History

Measured Risk Portfolios’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 		$2.37M Sell
38,768
-1,057
-3% -$66.2K 2.59% 10
2025
Q4 		$2.24M Sell
39,825
-1,300
-3% -$75.3K 2.23% 12
2025
Q3 		$2.5M Buy
41,125
+525
+1% +$30.6K 2.33% 8
2025
Q2 		$2.34M Sell
40,600
-175
-0.4% -$9.9K 2.26% 12
2025
Q1 		$2.37M Buy
40,775
+1,837
+5% +$102K 2.54% 12
2024
Q4 		$2.08M Buy
+38,938
New +$2.27M 2.17% 16

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

Measured Risk Portfolios's O Position: Q1 2026 in Review

Measured Risk Portfolios reduced its Realty Income (O) stake by 2.7% in Q1 2026, selling an estimated $66.2K and leaving 38,768 shares worth $2.37M. The position accounts for 2.59% of the portfolio, ranked #10.

Measured Risk Portfolios first reported a position in O in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.5M in Q3 2025. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Measured Risk Portfolios held 38,768 shares of Realty Income worth $2.37M as of Q1 2026.
  • Measured Risk Portfolios sold 1,057 Realty Income shares in Q1 2026, an estimated $66.2K.
  • Realty Income made up 2.59% of Measured Risk Portfolios's portfolio in Q1 2026, its #10 holding.
  • Measured Risk Portfolios first reported a position in Realty Income in Q4 2024 and has held it in 6 quarters since.
  • Measured Risk Portfolios's Realty Income position peaked at $2.5M in Q3 2025.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Measured Risk Portfolios's 13F filing for Q1 2026, filed 15 May 2026.