NRI
O icon

NFP Retirement Inc’s Realty Income O Stock Holding History

NFP Retirement Inc’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 		$536K Sell
8,764
-1,088
-11% -$68.1K 0.03% 190
2025
Q4 		$555K Sell
9,852
-41
-0.4% -$2.37K 0.03% 184
2025
Q3 		$601K Buy
9,893
+124
+1% +$7.22K 0.04% 175
2025
Q2 		$563K Sell
9,769
-395
-4% -$22.3K 0.04% 185
2025
Q1 		$590K Buy
10,164
+679
+7% +$37.6K 0.05% 164
2024
Q4 		$507K Buy
9,485
+121
+1% +$7.05K 0.04% 185
2024
Q3 		$594K Buy
9,364
+41
+0.4% +$2.44K 0.05% 170
2024
Q2 		$492K Buy
9,323
+67
+0.7% +$3.58K 0.04% 186
2024
Q1 		$501K Buy
9,256
+52
+0.6% +$2.82K 0.04% 182
2023
Q4 		$528K Sell
9,204
-179
-2% -$9.4K 0.09% 145
2023
Q3 		$469K Buy
9,383
+25
+0.3% +$1.44K 0.09% 150
2023
Q2 		$559K Buy
9,358
+3,241
+53% +$198K 0.1% 138
2023
Q1 		$387K Buy
6,117
+106
+2% +$6.87K 0.08% 175
2022
Q4 		$381K Buy
6,011
+42
+0.7% +$2.61K 0.08% 169
2022
Q3 		$347K Buy
5,969
+37
+0.6% +$2.55K 0.09% 165
2022
Q2 		$405K Buy
5,932
+37
+0.6% +$2.54K 0.1% 153
2022
Q1 		$408K Buy
5,895
+38
+0.6% +$2.58K 0.1% 150
2021
Q4 		$419K Sell
5,857
-11
-0.2% -$756 0.15% 96
2021
Q3 		$369K Buy
5,868
+51
+0.9% +$3.44K 0.15% 96
2021
Q2 		$376K Buy
5,817
+47
+0.8% +$3.09K 0.15% 95
2021
Q1 		$355K Buy
5,770
+52
+0.9% +$3.08K 0.15% 91
2020
Q4 		$344K Buy
5,718
+432
+8% +$25.5K 0.21% 85
2020
Q3 		$311K Buy
5,286
+50
+1% +$2.96K 0.21% 76
2020
Q2 		$302K Buy
5,236
+40
+0.8% +$2.13K 0.22% 70
2020
Q1 		$251K Buy
5,196
+283
+6% +$19.7K 0.25% 64
2019
Q4 		$349K Buy
+4,913
New +$366K 0.32% 57

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

NFP Retirement Inc's O Position: Q1 2026 in Review

NFP Retirement Inc reduced its Realty Income (O) stake by 11% in Q1 2026, selling an estimated $68.1K and leaving 8,764 shares worth $536K. The position accounts for 0.03% of the portfolio, ranked #190.

NFP Retirement Inc first reported a position in O in Q4 2019 and has held it in 26 quarters since. The position peaked at $601K in Q3 2025. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • NFP Retirement Inc held 8,764 shares of Realty Income worth $536K as of Q1 2026.
  • NFP Retirement Inc sold 1,088 Realty Income shares in Q1 2026, an estimated $68.1K.
  • Realty Income made up 0.03% of NFP Retirement Inc's portfolio in Q1 2026, its #190 holding.
  • NFP Retirement Inc first reported a position in Realty Income in Q4 2019 and has held it in 26 quarters since.
  • NFP Retirement Inc's Realty Income position peaked at $601K in Q3 2025.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.