Navalign LLC’s Realty Income O Stock Holding History

Navalign LLC’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	–	Sell	-1,943	Closed	-$110K	–	367
2025 Q4	$110K	Buy	+1,943	New	+$112K	0.03%	151

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Navalign LLC's O Position: Q1 2026 in Review

Navalign LLC sold out of Realty Income (O) in Q1 2026, closing a stake of 1,943 shares — an estimated $110K sold.

Navalign LLC first reported a position in O in Q4 2025 and held it in 1 quarter. The position peaked at $110K in Q4 2025. 1,439 funds tracked by Wall St. Rank hold O as of Q1 2026.

Navalign LLC reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 1,943 Realty Income shares in Q1 2026, an estimated $110K.
Navalign LLC first reported a position in Realty Income in Q4 2025 and held it in 1 quarter.
Navalign LLC's Realty Income position peaked at $110K in Q4 2025.
1,439 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.