NBT Bank’s Realty Income O Stock Holding History

NBT Bank’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	$1.59K	Buy	+26	New	+$1.63K	﹤0.01%	845
2025 Q3	–	Sell	-1,071	Closed	-$61.7K	–	830
2025 Q2	$61.7K	Hold	1,071	–	–	﹤0.01%	476
2025 Q1	$62.1K	Hold	1,071	–	–	﹤0.01%	472
2024 Q4	$57.2K	Sell	1,071 -139	-11%	-$8.1K	﹤0.01%	490
2024 Q3	$76.7K	Buy	+1,210	New	+$72K	0.01%	474

Other funds holding O

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 $34.1B AUM 20.22% 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

NBT Bank's O Position: Q1 2026 in Review

NBT Bank opened a new position in Realty Income (O) in Q1 2026: 26 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #845 among its holdings. This is a return to the name: NBT Bank previously reported a position in O as recently as Q2 2025.

NBT Bank first reported a position in O in Q3 2024 and has held it in 5 quarters since. The position peaked at $76.7K in Q3 2024. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

NBT Bank held 26 shares of Realty Income worth $1.59K as of Q1 2026.
Realty Income was a new NBT Bank position in Q1 2026.
Realty Income made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #845 holding.
NBT Bank first reported a position in Realty Income in Q3 2024 and has held it in 5 quarters since.
NBT Bank's Realty Income position peaked at $76.7K in Q3 2024.
1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.