Quest 10 Wealth Builders’s Realty Income O Stock Holding History

Quest 10 Wealth Builders’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	$23.1K	Sell	377 -16	-4%	-$1K	0.02%	320
2025 Q4	$22.2K	Sell	393 -1	-0.3%	-$58	0.02%	309
2025 Q3	$24K	Sell	394 -1	-0.3%	-$58	0.02%	258
2025 Q2	$22.8K	Buy	395 +335	+558%	+$18.9K	0.02%	275
2025 Q1	$3.48K	Buy	60 +6	+11%	+$332	﹤0.01%	511
2024 Q4	$2.88K	Buy	+54	New	+$3.15K	﹤0.01%	569

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

Quest 10 Wealth Builders's O Position: Q1 2026 in Review

Quest 10 Wealth Builders reduced its Realty Income (O) stake by 4.1% in Q1 2026, selling an estimated $1K and leaving 377 shares worth $23.1K. The position accounts for 0.02% of the portfolio, ranked #320.

Quest 10 Wealth Builders first reported a position in O in Q4 2024 and has held it in 6 quarters since. The position peaked at $24K in Q3 2025. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

Quest 10 Wealth Builders held 377 shares of Realty Income worth $23.1K as of Q1 2026.
Quest 10 Wealth Builders sold 16 Realty Income shares in Q1 2026, an estimated $1K.
Realty Income made up 0.02% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #320 holding.
Quest 10 Wealth Builders first reported a position in Realty Income in Q4 2024 and has held it in 6 quarters since.
Quest 10 Wealth Builders's Realty Income position peaked at $24K in Q3 2025.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.