SA
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Sovran Advisors’s Realty Income O Stock Holding History

Sovran Advisors’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 		– Sell
-6,881
Closed -$418K – 602
2025
Q4 		$418K Sell
6,881
-406
-6% -$23.5K 0.04% 388
2025
Q3 		$422K Sell
7,287
-1,009
-12% -$58.8K 0.04% 372
2025
Q2 		$477K Sell
8,296
-1,176
-12% -$66.5K 0.05% 320
2025
Q1 		$552K Sell
9,472
-10,640
-53% -$589K 0.07% 271
2024
Q4 		$1.07M Buy
+20,112
New +$1.17M 0.15% 146

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sovran Advisors's O Position: Q1 2026 in Review

Sovran Advisors sold out of Realty Income (O) in Q1 2026, closing a stake of 6,881 shares — an estimated $418K sold.

Sovran Advisors first reported a position in O in Q4 2024 and held it in 5 quarters. The position peaked at $1.07M in Q4 2024. 1,441 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Sovran Advisors reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
  • Sovran Advisors sold 6,881 Realty Income shares in Q1 2026, an estimated $418K.
  • Sovran Advisors first reported a position in Realty Income in Q4 2024 and held it in 5 quarters.
  • Sovran Advisors's Realty Income position peaked at $1.07M in Q4 2024.
  • 1,441 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Sovran Advisors's 13F filing for Q1 2026, filed 1 May 2026.