Signal Advisors Wealth’s Realty Income O Stock Holding History

Signal Advisors Wealth’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	$1.08M	Buy	17,659 +1,437	+9%	+$90K	0.07%	227
2025 Q4	$914K	Buy	16,222 +1,421	+10%	+$82.3K	0.07%	209
2025 Q3	$900K	Buy	+14,801	New	+$862K	0.08%	175
2024 Q4	–	Sell	-3,664	Closed	-$232K	–	447
2024 Q3	$232K	Buy	+3,664	New	+$218K	0.03%	389
2024 Q1	–	Sell	-3,485	Closed	-$201K	–	296
2023 Q4	$201K	Buy	+3,485	New	+$183K	0.07%	220

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

Signal Advisors Wealth's O Position: Q1 2026 in Review

Signal Advisors Wealth increased its Realty Income (O) stake by 8.9% in Q1 2026, buying an estimated $90K and bringing the position to 17,659 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #227.

Signal Advisors Wealth first reported a position in O in Q4 2023 and has held it in 5 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

Signal Advisors Wealth held 17,659 shares of Realty Income worth $1.08M as of Q1 2026.
Signal Advisors Wealth bought 1,437 Realty Income shares in Q1 2026, an estimated $90K.
Realty Income made up 0.07% of Signal Advisors Wealth's portfolio in Q1 2026, its #227 holding.
Signal Advisors Wealth first reported a position in Realty Income in Q4 2023 and has held it in 5 quarters since.
1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.