MWM
O icon

Mindset Wealth Management’s Realty Income O Stock Holding History

Mindset 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 		$221K Sell
3,620
-927
-20% -$58K 0.06% 158
2025
Q4 		$256K Sell
4,547
-73
-2% -$4.23K 0.07% 154
2025
Q3 		$281K Sell
4,620
-199
-4% -$11.6K 0.08% 127
2025
Q2 		$278K Buy
4,819
+498
+12% +$28.2K 0.09% 122
2025
Q1 		$251K Buy
+4,321
New +$239K 0.1% 113
2024
Q4 		– Sell
-3,428
Closed -$217K – 144
2024
Q3 		$217K Buy
+3,428
New +$204K 0.09% 115

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

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

Mindset Wealth Management reduced its Realty Income (O) stake by 20% in Q1 2026, selling an estimated $58K and leaving 3,620 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #158.

Mindset Wealth Management first reported a position in O in Q3 2024 and has held it in 6 quarters since. The position peaked at $281K in Q3 2025. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Mindset Wealth Management held 3,620 shares of Realty Income worth $221K as of Q1 2026.
  • Mindset Wealth Management sold 927 Realty Income shares in Q1 2026, an estimated $58K.
  • Realty Income made up 0.06% of Mindset Wealth Management's portfolio in Q1 2026, its #158 holding.
  • Mindset Wealth Management first reported a position in Realty Income in Q3 2024 and has held it in 6 quarters since.
  • Mindset Wealth Management's Realty Income position peaked at $281K in Q3 2025.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.