Sand Hill Global Advisors’s Realty Income O Stock Holding History

Sand Hill Global Advisors’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	$220K	Buy	+3,591	New	+$225K	0.01%	194
2025 Q4	–	Sell	-3,482	Closed	-$212K	–	206
2025 Q3	$212K	Hold	3,482	–	–	0.01%	193
2025 Q2	$201K	Hold	3,482	–	–	0.01%	198
2025 Q1	$202K	Buy	+3,482	New	+$193K	0.01%	192
2024 Q4	–	Sell	-3,482	Closed	-$221K	–	199
2024 Q3	$221K	Sell	3,482 -1,200	-26%	-$71.4K	0.01%	187
2024 Q2	$247K	Buy	+4,682	New	+$250K	0.01%	174
2023 Q3	–	Sell	-3,482	Closed	-$208K	–	158
2023 Q2	$208K	Hold	3,482	–	–	0.01%	151
2023 Q1	$220K	Hold	3,482	–	–	0.01%	151
2022 Q4	$221K	Hold	3,482	–	–	0.01%	152
2022 Q3	$203K	Hold	3,482	–	–	0.01%	150
2022 Q2	$238K	Hold	3,482	–	–	0.01%	146
2022 Q1	$241K	Hold	3,482	–	–	0.01%	142
2021 Q4	$249K	Sell	3,482 -111	-3%	-$7.63K	0.01%	142
2021 Q3	$226K	Sell	3,593 -113	-3%	-$7.63K	0.01%	144
2021 Q2	$240K	Buy	3,706 +52	+1%	+$3.42K	0.01%	146
2021 Q1	$225K	Hold	3,654	–	–	0.01%	129
2020 Q4	$220K	Sell	3,654 -125	-3%	-$7.39K	0.01%	131
2020 Q3	$222K	Hold	3,779	–	–	0.02%	120
2020 Q2	$218K	Buy	+3,779	New	+$201K	0.02%	119
2020 Q1	–	Sell	-3,593	Closed	-$256K	–	134
2019 Q4	$256K	Hold	3,593	–	–	0.02%	124
2019 Q3	$267K	Hold	3,593	–	–	0.03%	123
2019 Q2	$240K	Hold	3,593	–	–	0.02%	99
2019 Q1	$256K	Hold	3,593	–	–	0.03%	95
2018 Q4	$220K	Buy	+3,593	New	+$215K	0.02%	99
2018 Q1	–	Sell	-6,173	Closed	-$341K	–	96
2017 Q4	$341K	Hold	6,173	–	–	0.03%	88
2017 Q3	$342K	Hold	6,173	–	–	0.04%	85
2017 Q2	$330K	Buy	+6,173	New	+$342K	0.04%	89

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

Sand Hill Global Advisors's O Position: Q1 2026 in Review

Sand Hill Global Advisors opened a new position in Realty Income (O) in Q1 2026: 3,591 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #194 among its holdings. This is a return to the name: Sand Hill Global Advisors previously reported a position in O as recently as Q3 2025.

Sand Hill Global Advisors first reported a position in O in Q2 2017 and has held it in 27 quarters since. The position peaked at $342K in Q3 2017. 1,435 funds tracked by Wall St. Rank hold O as of Q1 2026.

Sand Hill Global Advisors held 3,591 shares of Realty Income worth $220K as of Q1 2026.
Realty Income was a new Sand Hill Global Advisors position in Q1 2026.
Realty Income made up 0.01% of Sand Hill Global Advisors's portfolio in Q1 2026, its #194 holding.
Sand Hill Global Advisors first reported a position in Realty Income in Q2 2017 and has held it in 27 quarters since.
Sand Hill Global Advisors's Realty Income position peaked at $342K in Q3 2017.
1,435 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.