SAM
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Smartleaf Asset Management’s Realty Income O Stock Holding History

Smartleaf Asset 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 		$435K Buy
7,106
+669
+10% +$41.9K 0.02% 564
2025
Q4 		$367K Buy
6,437
+438
+7% +$25.4K 0.01% 600
2025
Q3 		$363K Buy
5,999
+3,096
+107% +$180K 0.02% 558
2025
Q2 		$166K Sell
2,903
-525
-15% -$29.7K 0.01% 644
2025
Q1 		$194K Buy
3,428
+417
+14% +$23.1K 0.02% 588
2024
Q4 		$159K Buy
3,011
+856
+40% +$49.9K 0.02% 630
2024
Q3 		$135K Buy
2,155
+1,205
+127% +$71.7K 0.02% 612
2024
Q2 		$49.8K Buy
950
+120
+14% +$6.41K 0.01% 742
2024
Q1 		$44.6K Buy
830
+545
+191% +$29.5K 0.01% 699
2023
Q4 		$16.7K Buy
+285
New +$15K ﹤0.01% 695

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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 $34.1B AUM 20.22% 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

Smartleaf Asset Management's O Position: Q1 2026 in Review

Smartleaf Asset Management increased its Realty Income (O) stake by 10% in Q1 2026, buying an estimated $41.9K and bringing the position to 7,106 shares worth $435K. The position accounts for 0.02% of the portfolio, ranked #564.

Smartleaf Asset Management first reported a position in O in Q4 2023 and has held it in 10 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Smartleaf Asset Management held 7,106 shares of Realty Income worth $435K as of Q1 2026.
  • Smartleaf Asset Management bought 669 Realty Income shares in Q1 2026, an estimated $41.9K.
  • Realty Income made up 0.02% of Smartleaf Asset Management's portfolio in Q1 2026, its #564 holding.
  • Smartleaf Asset Management first reported a position in Realty Income in Q4 2023 and has held it in 10 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.