MWA
O icon

Medallion Wealth Advisors’s Realty Income O Stock Holding History

Medallion Wealth Advisors’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 		$138K Buy
2,255
+55
+3% +$3.44K 0.05% 303
2025
Q4 		$124K Buy
2,200
+17
+0.8% +$984 0.04% 321
2025
Q3 		$133K Buy
2,183
+98
+5% +$5.71K 0.05% 300
2025
Q2 		$120K Buy
2,085
+16
+0.8% +$905 0.05% 318
2025
Q1 		$119K Buy
2,069
+90
+5% +$4.98K 0.05% 275
2024
Q4 		$108K Buy
+1,979
New +$115K 0.05% 279

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

Medallion Wealth Advisors's O Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Realty Income (O) stake by 2.5% in Q1 2026, buying an estimated $3.44K and bringing the position to 2,255 shares worth $138K. The position accounts for 0.05% of the portfolio, ranked #303.

Medallion Wealth Advisors first reported a position in O in Q4 2024 and has held it in 6 quarters since. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Medallion Wealth Advisors held 2,255 shares of Realty Income worth $138K as of Q1 2026.
  • Medallion Wealth Advisors bought 55 Realty Income shares in Q1 2026, an estimated $3.44K.
  • Realty Income made up 0.05% of Medallion Wealth Advisors's portfolio in Q1 2026, its #303 holding.
  • Medallion Wealth Advisors first reported a position in Realty Income in Q4 2024 and has held it in 6 quarters since.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.