SAG
O icon

SageView Advisory Group’s Realty Income O Stock Holding History

SageView Advisory Group’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
-3,093
Closed -$174K – 1829
2025
Q4 		$174K Buy
+3,093
New +$179K 0.01% 645
2024
Q3 		– Sell
-6,330
Closed -$334K – 548
2024
Q2 		$334K Buy
+6,330
New +$338K 0.02% 408
2024
Q1 		– Sell
-10,123
Closed -$559K – 701
2023
Q4 		$559K Buy
+10,123
New +$531K 0.02% 369

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SageView Advisory Group's O Position: Q1 2026 in Review

SageView Advisory Group sold out of Realty Income (O) in Q1 2026, closing a stake of 3,093 shares — an estimated $174K sold.

SageView Advisory Group first reported a position in O in Q4 2023 and held it in 3 quarters. The position peaked at $559K in Q4 2023. 1,442 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • SageView Advisory Group reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 3,093 Realty Income shares in Q1 2026, an estimated $174K.
  • SageView Advisory Group first reported a position in Realty Income in Q4 2023 and held it in 3 quarters.
  • SageView Advisory Group's Realty Income position peaked at $559K in Q4 2023.
  • 1,442 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.