PMSA
O icon

Patrick M. Sweeney & Associates’s Realty Income O Stock Holding History

Patrick M. Sweeney & Associates’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 		$233K Buy
3,804
+3
+0.1% +$188 0.15% 150
2025
Q4 		$214K Buy
3,801
+164
+5% +$9.49K 0.13% 154
2025
Q3 		$221K Buy
3,637
+119
+3% +$6.93K 0.14% 150
2025
Q2 		$203K Buy
+3,518
New +$199K 0.14% 154
2024
Q4 		– Sell
-3,348
Closed -$212K – 152
2024
Q3 		$212K Buy
+3,348
New +$199K 0.16% 144

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

Patrick M. Sweeney & Associates's O Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Realty Income (O) stake by 0.08% in Q1 2026, buying an estimated $188 and bringing the position to 3,804 shares worth $233K. The position accounts for 0.15% of the portfolio, ranked #150.

Patrick M. Sweeney & Associates first reported a position in O in Q3 2024 and has held it in 5 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Patrick M. Sweeney & Associates held 3,804 shares of Realty Income worth $233K as of Q1 2026.
  • Patrick M. Sweeney & Associates bought 3 Realty Income shares in Q1 2026, an estimated $188.
  • Realty Income made up 0.15% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #150 holding.
  • Patrick M. Sweeney & Associates first reported a position in Realty Income in Q3 2024 and has held it in 5 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.