Networth Advisors’s Realty Income O Stock Holding History

Networth Advisors’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	-5	Closed	-$282	–	427
2025 Q4	$282	Buy	+5	New	+$289	﹤0.01%	367

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 $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

Networth Advisors's O Position: Q1 2026 in Review

Networth Advisors sold out of Realty Income (O) in Q1 2026, closing a stake of 5 shares — an estimated $282 sold.

Networth Advisors first reported a position in O in Q4 2025 and held it in 1 quarter. The position peaked at $282 in Q4 2025. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

Networth Advisors reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
Networth Advisors sold 5 Realty Income shares in Q1 2026, an estimated $282.
Networth Advisors first reported a position in Realty Income in Q4 2025 and held it in 1 quarter.
Networth Advisors's Realty Income position peaked at $282 in Q4 2025.
1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Networth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.