SFS
O icon

Stiles Financial Services’s Realty Income O Stock Holding History

Stiles Financial Services’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 		$295K Buy
4,828
+17
+0.4% +$1.06K 0.09% 146
2025
Q4 		$271K Buy
4,811
+19
+0.4% +$1.1K 0.08% 153
2025
Q3 		$291K Buy
4,792
+18
+0.4% +$1.05K 0.09% 154
2025
Q2 		$275K Buy
4,774
+21
+0.4% +$1.19K 0.1% 152
2025
Q1 		$276K Buy
4,753
+19
+0.4% +$1.05K 0.11% 146
2024
Q4 		$253K Buy
4,734
+18
+0.4% +$1.05K 0.09% 160
2024
Q3 		$299K Buy
4,716
+17
+0.4% +$1.01K 0.11% 150
2024
Q2 		$248K Sell
4,699
-371
-7% -$19.8K 0.1% 164
2024
Q1 		$274K Buy
5,070
+23
+0.5% +$1.25K 0.11% 151
2023
Q4 		$290K Buy
5,047
+49
+1% +$2.57K 0.13% 137
2023
Q3 		$250K Sell
4,998
-193
-4% -$11.1K 0.13% 148
2023
Q2 		$310K Buy
5,191
+22
+0.4% +$1.34K 0.15% 136
2023
Q1 		$327K Buy
5,169
+30
+0.6% +$1.94K 0.18% 132
2022
Q4 		$326K Buy
5,139
+49
+1% +$3.04K 0.19% 125
2022
Q3 		$296K Buy
5,090
+43
+0.9% +$2.96K 0.18% 127
2022
Q2 		$344K Buy
5,047
+121
+2% +$8.31K 0.21% 116
2022
Q1 		$347K Buy
4,926
+990
+25% +$67.3K 0.17% 126
2021
Q4 		$307K Buy
+3,936
New +$271K 0.15% 139

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

Stiles Financial Services's O Position: Q1 2026 in Review

Stiles Financial Services increased its Realty Income (O) stake by 0.35% in Q1 2026, buying an estimated $1.06K and bringing the position to 4,828 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #146.

Stiles Financial Services first reported a position in O in Q4 2021 and has held it in 18 quarters since. The position peaked at $347K in Q1 2022. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Stiles Financial Services held 4,828 shares of Realty Income worth $295K as of Q1 2026.
  • Stiles Financial Services bought 17 Realty Income shares in Q1 2026, an estimated $1.06K.
  • Realty Income made up 0.09% of Stiles Financial Services's portfolio in Q1 2026, its #146 holding.
  • Stiles Financial Services first reported a position in Realty Income in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Realty Income position peaked at $347K in Q1 2022.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.