Mutual Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.06M | Sell |
82,751
-14,488
| -15% | -$907K | 0.11% | 187 |
|
|
2025
Q4 | $5.48M | Buy |
97,239
+7,333
| +8% | +$425K | 0.12% | 178 |
|
|
2025
Q3 | $5.41M | Buy |
89,906
+12,513
| +16% | +$729K | 0.12% | 172 |
|
|
2025
Q2 | $4.48M | Sell |
77,393
-1,420
| -2% | -$80.3K | 0.11% | 187 |
|
|
2025
Q1 | $4.48M | Sell |
78,813
-2,725
| -3% | -$151K | 0.13% | 162 |
|
|
2024
Q4 | $4.45M | Buy |
81,538
+4,299
| +6% | +$250K | 0.13% | 155 |
|
|
2024
Q3 | $4.89M | Sell |
77,239
-996
| -1% | -$59.3K | 0.14% | 137 |
|
|
2024
Q2 | $4.55M | Buy |
78,235
+5,847
| +8% | +$312K | 0.14% | 149 |
|
|
2024
Q1 | $3.92M | Sell |
72,388
-12,531
| -15% | -$679K | 0.13% | 154 |
|
|
2023
Q4 | $4.88M | Buy |
84,919
+14,385
| +20% | +$755K | 0.17% | 128 |
|
|
2023
Q3 | $3.52M | Buy |
70,534
+3,338
| +5% | +$192K | 0.14% | 155 |
|
|
2023
Q2 | $4.02M | Buy |
67,196
+21,985
| +49% | +$1.34M | 0.15% | 135 |
|
|
2023
Q1 | $2.86M | Buy |
45,211
+3,134
| +7% | +$203K | 0.12% | 180 |
|
|
2022
Q4 | $2.67M | Buy |
42,077
+680
| +2% | +$42.2K | 0.12% | 180 |
|
|
2022
Q3 | $2.41M | Buy |
41,397
+1,842
| +5% | +$127K | 0.12% | 165 |
|
|
2022
Q2 | $2.7M | Buy |
39,555
+1,093
| +3% | +$75.1K | 0.18% | 135 |
|
|
2022
Q1 | $2.67M | Buy |
38,462
+778
| +2% | +$52.9K | 0.15% | 163 |
|
|
2021
Q4 | $2.7M | Buy |
37,684
+5,380
| +17% | +$370K | 0.14% | 173 |
|
|
2021
Q3 | $2.03M | Sell |
32,304
-2,340
| -7% | -$158K | 0.12% | 214 |
|
|
2021
Q2 | $2.24M | Buy |
34,644
+1,369
| +4% | +$89.9K | 0.13% | 196 |
|
|
2021
Q1 | $2.05M | Buy |
33,275
+662
| +2% | +$39.2K | 0.14% | 180 |
|
|
2020
Q4 | $1.97M | Sell |
32,613
-204
| -0.6% | -$12.1K | 0.15% | 168 |
|
|
2020
Q3 | $1.93M | Sell |
32,817
-1,148
| -3% | -$67.9K | 0.17% | 147 |
|
|
2020
Q2 | $1.96M | Sell |
33,965
-3,876
| -10% | -$206K | 0.19% | 129 |
|
|
2020
Q1 | $1.83M | Sell |
37,841
-1,021
| -3% | -$71.1K | 0.25% | 99 |
|
|
2019
Q4 | $2.77M | Buy |
38,862
+3,156
| +9% | +$235K | 0.3% | 82 |
|
|
2019
Q3 | $2.65M | Buy |
35,706
+1,881
| +6% | +$132K | 0.35% | 64 |
|
|
2019
Q2 | $2.26M | Buy |
33,825
+161
| +0.5% | +$11K | 0.29% | 71 |
|
|
2019
Q1 | $2.4M | Sell |
33,664
-47
| -0.1% | -$3.12K | 0.36% | 63 |
|
|
2018
Q4 | $2.06M | Buy |
33,711
+546
| +2% | +$32.6K | 0.41% | 50 |
|
|
2018
Q3 | $1.83M | Sell |
33,165
-127
| -0.4% | -$7K | 0.28% | 80 |
|
|
2018
Q2 | $1.74M | Buy |
33,292
+487
| +1% | +$24.7K | 0.4% | 65 |
|
|
2018
Q1 | $1.64M | Buy |
32,805
+28,351
| +637% | +$1.41M | 0.42% | 49 |
|
|
2017
Q4 | $246K | Buy |
+4,454
| New | +$242K | 0.09% | 241 |
|
Other funds holding O
VPM
VCM
Mutual Advisors's O Position: Q1 2026 in Review
Mutual Advisors reduced its Realty Income (O) stake by 15% in Q1 2026, selling an estimated $907K and leaving 82,751 shares worth $5.06M. The position accounts for 0.11% of the portfolio, ranked #187.
Mutual Advisors first reported a position in O in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.48M in Q4 2025. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.
- Mutual Advisors held 82,751 shares of Realty Income worth $5.06M as of Q1 2026.
- Mutual Advisors sold 14,488 Realty Income shares in Q1 2026, an estimated $907K.
- Realty Income made up 0.11% of Mutual Advisors's portfolio in Q1 2026, its #187 holding.
- Mutual Advisors first reported a position in Realty Income in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's Realty Income position peaked at $5.48M in Q4 2025.
- 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.