Quotient Wealth Partners’s Realty Income O Stock Holding History

Quotient Wealth 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	$233K	Buy	+3,803	New	+$238K	0.01%	338
2025 Q4	–	Sell	-3,820	Closed	-$232K	–	379
2025 Q3	$232K	Sell	3,820 -372	-9%	-$21.7K	0.01%	324
2025 Q2	$242K	Buy	+4,192	New	+$237K	0.01%	314
2024 Q4	–	Sell	-3,235	Closed	-$205K	–	333
2024 Q3	$205K	Buy	+3,235	New	+$193K	0.01%	307

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

Quotient Wealth Partners's O Position: Q1 2026 in Review

Quotient Wealth Partners opened a new position in Realty Income (O) in Q1 2026: 3,803 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #338 among its holdings. This is a return to the name: Quotient Wealth Partners previously reported a position in O as recently as Q3 2025.

Quotient Wealth Partners first reported a position in O in Q3 2024 and has held it in 4 quarters since. The position peaked at $242K in Q2 2025. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

Quotient Wealth Partners held 3,803 shares of Realty Income worth $233K as of Q1 2026.
Realty Income was a new Quotient Wealth Partners position in Q1 2026.
Realty Income made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #338 holding.
Quotient Wealth Partners first reported a position in Realty Income in Q3 2024 and has held it in 4 quarters since.
Quotient Wealth Partners's Realty Income position peaked at $242K in Q2 2025.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.