P
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&Partners’s Realty Income O Stock Holding History

&Partners’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 		$8.96M Sell
154,513
-1,612
-1% -$101K 0.04% 362
2025
Q4 		$8.8M Buy
156,125
+48,779
+45% +$2.82M 0.05% 338
2025
Q3 		$6.53M Buy
107,346
+18,735
+21% +$1.09M 0.04% 357
2025
Q2 		$5.11M Buy
88,611
+11,546
+15% +$653K 0.04% 362
2025
Q1 		$4.37M Buy
77,065
+12,451
+19% +$689K 0.05% 323
2024
Q4 		$3.44M Buy
64,614
+17,487
+37% +$1.02M 0.04% 354
2024
Q3 		$2.99M Buy
47,127
+22,698
+93% +$1.35M 0.06% 289
2024
Q2 		$1.29M Buy
24,429
+19,843
+433% +$1.06M 0.06% 287
2024
Q1 		$248K Buy
+4,586
New +$248K 0.03% 413

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

&Partners's O Position: Q1 2026 in Review

&Partners reduced its Realty Income (O) stake by 1% in Q1 2026, selling an estimated $101K and leaving 154,513 shares worth $8.96M. The position accounts for 0.04% of the portfolio, ranked #362.

&Partners first reported a position in O in Q1 2024 and has held it in 9 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • &Partners held 154,513 shares of Realty Income worth $8.96M as of Q1 2026.
  • &Partners sold 1,612 Realty Income shares in Q1 2026, an estimated $101K.
  • Realty Income made up 0.04% of &Partners's portfolio in Q1 2026, its #362 holding.
  • &Partners first reported a position in Realty Income in Q1 2024 and has held it in 9 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.