Sandbox Financial Partners’s Realty Income O Stock Holding History

Sandbox Financial 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	$235K	Hold	3,846	–	–	0.07%	107
2025 Q4	$217K	Hold	3,846	–	–	0.06%	114
2025 Q3	$234K	Sell	3,846 -111	-3%	-$6.47K	0.07%	108
2025 Q2	$228K	Buy	3,957 +2	+0.1%	+$113	0.07%	108
2025 Q1	$229K	Buy	3,955 +1	+0%	+$55	0.08%	102
2024 Q4	$211K	Buy	3,954 +76	+2%	+$4.43K	0.07%	103
2024 Q3	$246K	Buy	3,878 +1	+0%	+$60	0.09%	94
2024 Q2	$205K	Hold	3,877	–	–	0.08%	94
2024 Q1	$210K	Buy	3,877 +1	+0%	+$54	0.09%	92
2023 Q4	$223K	Buy	+3,876	New	+$203K	0.1%	81
2023 Q3	–	Sell	-3,846	Closed	-$230K	–	91
2023 Q2	$230K	Sell	3,846 -1	-0%	-$61	0.12%	86
2023 Q1	$244K	Hold	3,847	–	–	0.15%	77
2022 Q4	$244K	Hold	3,847	–	–	0.17%	67
2022 Q3	$224K	Sell	3,847 -1,500	-28%	-$103K	0.16%	71
2022 Q2	$365K	Buy	5,347 +1,444	+37%	+$99.2K	0.26%	55
2022 Q1	$270K	Buy	3,903 +42	+1%	+$2.85K	0.15%	73
2021 Q4	$276K	Buy	+3,861	New	+$266K	0.17%	73

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

Sandbox Financial Partners's O Position: Q1 2026 in Review

Sandbox Financial Partners held its Realty Income (O) position steady in Q1 2026 at 3,846 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #107.

Sandbox Financial Partners first reported a position in O in Q4 2021 and has held it in 17 quarters since. The position peaked at $365K in Q2 2022. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

Sandbox Financial Partners held 3,846 shares of Realty Income worth $235K as of Q1 2026.
Sandbox Financial Partners left its Realty Income share count unchanged in Q1 2026.
Realty Income made up 0.07% of Sandbox Financial Partners's portfolio in Q1 2026, its #107 holding.
Sandbox Financial Partners first reported a position in Realty Income in Q4 2021 and has held it in 17 quarters since.
Sandbox Financial Partners's Realty Income position peaked at $365K in Q2 2022.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.