Savvy Advisors Inc’s Realty Income O Stock Holding History

Savvy Advisors Inc’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	$594K	Buy	9,702 +4,893	+102%	+$306K	0.02%	602
2025 Q4	$271K	Buy	+4,809	New	+$278K	0.01%	814

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

Savvy Advisors Inc's O Position: Q1 2026 in Review

Savvy Advisors Inc increased its Realty Income (O) stake by 102% in Q1 2026, buying an estimated $306K and bringing the position to 9,702 shares worth $594K. The position accounts for 0.02% of the portfolio, ranked #602.

Savvy Advisors Inc first reported a position in O in Q4 2025 and has held it in 2 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

Savvy Advisors Inc held 9,702 shares of Realty Income worth $594K as of Q1 2026.
Savvy Advisors Inc bought 4,893 Realty Income shares in Q1 2026, an estimated $306K.
Realty Income made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #602 holding.
Savvy Advisors Inc first reported a position in Realty Income in Q4 2025 and has held it in 2 quarters since.
1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.