Safe Harbor Fiduciary’s Realty Income O Stock Holding History

Safe Harbor Fiduciary’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	–	Sell	-3,378	Closed	-$190K	–	144
2025 Q4	$190K	Buy	+3,378	New	+$196K	0.17%	60

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

Safe Harbor Fiduciary's O Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Realty Income (O) in Q1 2026, closing a stake of 3,378 shares — an estimated $190K sold.

Safe Harbor Fiduciary first reported a position in O in Q4 2025 and held it in 1 quarter. The position peaked at $190K in Q4 2025. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

Safe Harbor Fiduciary reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
Safe Harbor Fiduciary sold 3,378 Realty Income shares in Q1 2026, an estimated $190K.
Safe Harbor Fiduciary first reported a position in Realty Income in Q4 2025 and held it in 1 quarter.
Safe Harbor Fiduciary's Realty Income position peaked at $190K in Q4 2025.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.