NJIM
O icon

Nabity-Jensen Investment Management’s Realty Income O Stock Holding History

Nabity-Jensen Investment 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 		$262K Buy
4,280
+61
+1% +$3.82K 0.18% 66
2025
Q4 		$238K Buy
4,219
+143
+4% +$8.28K 0.16% 66
2025
Q3 		$248K Buy
4,076
+70
+2% +$4.08K 0.17% 64
2025
Q2 		$231K Buy
+4,006
New +$227K 0.17% 65

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

Nabity-Jensen Investment Management's O Position: Q1 2026 in Review

Nabity-Jensen Investment Management increased its Realty Income (O) stake by 1.4% in Q1 2026, buying an estimated $3.82K and bringing the position to 4,280 shares worth $262K. The position accounts for 0.18% of the portfolio, ranked #66.

Nabity-Jensen Investment Management first reported a position in O in Q2 2025 and has held it in 4 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Nabity-Jensen Investment Management held 4,280 shares of Realty Income worth $262K as of Q1 2026.
  • Nabity-Jensen Investment Management bought 61 Realty Income shares in Q1 2026, an estimated $3.82K.
  • Realty Income made up 0.18% of Nabity-Jensen Investment Management's portfolio in Q1 2026, its #66 holding.
  • Nabity-Jensen Investment Management first reported a position in Realty Income in Q2 2025 and has held it in 4 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.