Signature Wealth Management Group’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.91M | Buy |
80,328
+411
| +0.5% | +$25.7K | 1.87% | 20 |
|
|
2025
Q4 | $4.5M | Buy |
79,917
+1,185
| +2% | +$68.6K | 1.84% | 18 |
|
|
2025
Q3 | $4.79M | Buy |
78,732
+1,690
| +2% | +$98.5K | 1.86% | 16 |
|
|
2025
Q2 | $4.44M | Buy |
77,042
+875
| +1% | +$49.5K | 1.75% | 16 |
|
|
2025
Q1 | $4.42M | Buy |
76,167
+2,200
| +3% | +$122K | 1.72% | 19 |
|
|
2024
Q4 | $3.95M | Sell |
73,967
-871
| -1% | -$50.7K | 1.59% | 23 |
|
|
2024
Q3 | $4.75M | Buy |
74,838
+221
| +0.3% | +$13.2K | 1.9% | 13 |
|
|
2024
Q2 | $3.94M | Buy |
74,617
+593
| +0.8% | +$31.7K | 1.73% | 17 |
|
|
2024
Q1 | $3.93M | Buy |
74,024
+12,367
| +20% | +$670K | 1.79% | 16 |
|
|
2023
Q4 | $3.54M | Buy |
+61,657
| New | +$3.24M | 1.64% | 24 |
|
|
2023
Q2 | $3.58M | Buy |
59,797
+1,980
| +3% | +$121K | 1.66% | 23 |
|
|
2023
Q1 | $3.66M | Buy |
57,817
+1,147
| +2% | +$74.3K | 1.74% | 25 |
|
|
2022
Q4 | $3.59M | Buy |
56,670
+476
| +0.8% | +$29.6K | 1.76% | 26 |
|
|
2022
Q3 | $3.27M | Buy |
56,194
+597
| +1% | +$41.2K | 1.66% | 27 |
|
|
2022
Q2 | $3.79M | Sell |
55,597
-484
| -0.9% | -$33.2K | 1.84% | 21 |
|
|
2022
Q1 | $3.89M | Buy |
56,081
+4,512
| +9% | +$307K | 1.75% | 20 |
|
|
2021
Q4 | $3.69M | Sell |
51,569
-2,306
| -4% | -$159K | 1.86% | 18 |
|
|
2021
Q3 | $3.39M | Buy |
53,875
+439
| +0.8% | +$29.6K | 1.88% | 19 |
|
|
2021
Q2 | $3.46M | Sell |
53,436
-75
| -0.1% | -$4.93K | 1.92% | 18 |
|
|
2021
Q1 | $3.29M | Buy |
53,511
+3,791
| +8% | +$225K | 1.94% | 19 |
|
|
2020
Q4 | $3M | Buy |
49,720
+1,801
| +4% | +$106K | 1.89% | 24 |
|
|
2020
Q3 | $2.82M | Buy |
47,919
+1,762
| +4% | +$104K | 2.03% | 23 |
|
|
2020
Q2 | $2.66M | Buy |
46,157
+1,294
| +3% | +$68.9K | 2.03% | 25 |
|
|
2020
Q1 | $2.17M | Buy |
44,863
+323
| +0.7% | +$22.5K | 1.91% | 26 |
|
|
2019
Q4 | $3.18M | Sell |
44,540
-9,904
| -18% | -$738K | 2.01% | 24 |
|
|
2019
Q3 | $4.04M | Sell |
54,444
-80
| -0.1% | -$5.61K | 2.68% | 5 |
|
|
2019
Q2 | $3.7M | Sell |
54,524
-1,911
| -3% | -$131K | 2.47% | 8 |
|
|
2019
Q1 | $4.02M | Sell |
56,435
-1,887
| -3% | -$125K | 2.82% | 4 |
|
|
2018
Q4 | $3.56M | Sell |
58,322
-755
| -1% | -$45.1K | 2.76% | 3 |
|
|
2018
Q3 | $3.51M | Buy |
59,077
+503
| +0.9% | +$27.7K | 2.6% | 9 |
|
|
2018
Q2 | $3.05M | Buy |
58,574
+454
| +0.8% | +$23K | 2.26% | 14 |
|
|
2018
Q1 | $2.91M | Buy |
58,120
+561
| +1% | +$28K | 2.25% | 16 |
|
|
2017
Q4 | $3.18M | Buy |
+57,559
| New | +$3.12M | 2.33% | 14 |
|
Other funds holding O
Signature Wealth Management Group's O Position: Q1 2026 in Review
Signature Wealth Management Group increased its Realty Income (O) stake by 0.51% in Q1 2026, buying an estimated $25.7K and bringing the position to 80,328 shares worth $4.91M. The position accounts for 1.87% of the portfolio, ranked #20.
Signature Wealth Management Group first reported a position in O in Q4 2017 and has held it in 33 quarters since. 1,442 funds tracked by Wall St. Rank hold O as of Q1 2026.
- Signature Wealth Management Group held 80,328 shares of Realty Income worth $4.91M as of Q1 2026.
- Signature Wealth Management Group bought 411 Realty Income shares in Q1 2026, an estimated $25.7K.
- Realty Income made up 1.87% of Signature Wealth Management Group's portfolio in Q1 2026, its #20 holding.
- Signature Wealth Management Group first reported a position in Realty Income in Q4 2017 and has held it in 33 quarters since.
- 1,442 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.
Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.