SWM
O icon

SHP Wealth Management’s Realty Income O Stock Holding History

SHP Wealth Management’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 		$280K Sell
4,568
-671
-13% -$42K 0.02% 210
2025
Q4 		$295K Buy
+5,239
New +$303K 0.02% 204

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SHP Wealth Management's O Position: Q1 2026 in Review

SHP Wealth Management reduced its Realty Income (O) stake by 13% in Q1 2026, selling an estimated $42K and leaving 4,568 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #210.

SHP Wealth Management first reported a position in O in Q4 2025 and has held it in 2 quarters since. The position peaked at $295K in Q4 2025. 1,439 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • SHP Wealth Management held 4,568 shares of Realty Income worth $280K as of Q1 2026.
  • SHP Wealth Management sold 671 Realty Income shares in Q1 2026, an estimated $42K.
  • Realty Income made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #210 holding.
  • SHP Wealth Management first reported a position in Realty Income in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Realty Income position peaked at $295K in Q4 2025.
  • 1,439 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.