Stratos Wealth Partners’s Realty Income O Stock Holding History

Stratos Wealth Partners’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	$6.13M	Sell	100,149 -11,234	-10%	-$703K	0.07%	291
2025 Q4	$6.28M	Buy	111,383 +1,141	+1%	+$66.1K	0.07%	279
2025 Q3	$6.7M	Buy	110,242 +5,740	+5%	+$334K	0.08%	257
2025 Q2	$6.02M	Buy	104,502 +7,427	+8%	+$420K	0.08%	246
2025 Q1	$5.63M	Buy	97,075 +1,570	+2%	+$86.9K	0.09%	238
2024 Q4	$5.1M	Sell	95,505 -4,785	-5%	-$279K	0.07%	268
2024 Q3	$6.36M	Buy	100,290 +7,446	+8%	+$443K	0.09%	221
2024 Q2	$4.9M	Sell	92,844 -2,848	-3%	-$152K	0.08%	245
2024 Q1	$5.18M	Buy	95,692 +258	+0.3%	+$14K	0.09%	239
2023 Q4	$5.48M	Buy	95,434 +6,512	+7%	+$342K	0.1%	214
2023 Q3	$4.44M	Buy	88,922 +3,429	+4%	+$197K	0.1%	218
2023 Q2	$5.11M	Sell	85,493 -1,076	-1%	-$65.7K	0.12%	190
2023 Q1	$5.48M	Sell	86,569 -2,629	-3%	-$170K	0.15%	149
2022 Q4	$5.66M	Buy	89,198 +10,687	+14%	+$664K	0.14%	160
2022 Q3	$4.57M	Sell	78,511 -2,273	-3%	-$157K	0.13%	164
2022 Q2	$5.51M	Buy	80,784 +1,727	+2%	+$119K	0.14%	151
2022 Q1	$5.48M	Buy	79,057 +2,014	+3%	+$137K	0.12%	174
2021 Q4	$5.52M	Sell	77,043 -21,994	-22%	-$1.51M	0.12%	178
2021 Q3	$6.22M	Buy	99,037 +4,317	+5%	+$291K	0.16%	142
2021 Q2	$6.13M	Buy	94,720 +1,510	+2%	+$99.2K	0.15%	147
2021 Q1	$5.74M	Sell	93,210 -6,490	-7%	-$384K	0.16%	139
2020 Q4	$6.01M	Sell	99,700 -351	-0.4%	-$20.7K	0.18%	130
2020 Q3	$5.89M	Buy	100,051 +774	+0.8%	+$45.8K	0.19%	123
2020 Q2	$5.72M	Buy	99,277 +8,136	+9%	+$433K	0.2%	115
2020 Q1	$4.4M	Sell	91,141 -53,481	-37%	-$3.72M	0.2%	110
2019 Q4	$10.3M	Buy	144,622 +525	+0.4%	+$39.1K	0.41%	44
2019 Q3	$10.7M	Buy	144,097 +3,642	+3%	+$255K	0.46%	39
2019 Q2	$9.39M	Sell	140,455 -1,044	-0.7%	-$71.3K	0.41%	45
2019 Q1	$10.1M	Sell	141,499 -2,944	-2%	-$195K	0.45%	38
2018 Q4	$8.82M	Sell	144,443 -6,752	-4%	-$403K	0.45%	36
2018 Q3	$8.34M	Sell	151,195 -1,354	-0.9%	-$74.6K	0.37%	51
2018 Q2	$7.95M	Sell	152,549 -1,744	-1%	-$88.4K	0.35%	56
2018 Q1	$7.73M	Buy	154,293 +67,716	+78%	+$3.37M	0.33%	60
2017 Q4	$4.78M	Buy	86,577 +6,206	+8%	+$337K	0.21%	100
2017 Q3	$4.45M	Buy	80,371 +9,064	+13%	+$503K	0.21%	105
2017 Q2	$3.81M	Buy	71,307 +5,643	+9%	+$312K	0.2%	114
2017 Q1	$3.79M	Buy	65,664 +5,597	+9%	+$324K	0.21%	108
2016 Q4	$3.35M	Sell	60,067 -1,016	-2%	-$57K	0.21%	108
2016 Q3	$3.96M	Buy	61,083 +5,965	+11%	+$394K	0.27%	77
2016 Q2	$3.7M	Buy	55,118 +6,493	+13%	+$394K	0.27%	77
2016 Q1	$2.94M	Sell	48,625 -964	-2%	-$53.7K	0.25%	77
2015 Q4	$2.48M	Sell	49,589 -1,635	-3%	-$78.1K	0.21%	92
2015 Q3	$2.35M	Buy	51,224 +1,911	+4%	+$86.3K	0.3%	74
2015 Q2	$2.12M	Sell	49,313 -2,207	-4%	-$101K	0.27%	79
2015 Q1	$2.58M	Buy	51,520 +12,554	+32%	+$628K	0.31%	65
2014 Q4	$1.8M	Buy	38,966 +5,169	+15%	+$229K	0.32%	77
2014 Q3	$1.34M	Buy	33,797 +3,278	+11%	+$140K	0.31%	74
2014 Q2	$1.31M	Buy	+30,519	New	+$1.28M	0.44%	63

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 $37.4B AUM 35.42% 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

Stratos Wealth Partners's O Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Realty Income (O) stake by 10% in Q1 2026, selling an estimated $703K and leaving 100,149 shares worth $6.13M. The position accounts for 0.07% of the portfolio, ranked #291.

Stratos Wealth Partners first reported a position in O in Q2 2014 and has held it in 48 quarters since. The position peaked at $10.7M in Q3 2019. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

Stratos Wealth Partners held 100,149 shares of Realty Income worth $6.13M as of Q1 2026.
Stratos Wealth Partners sold 11,234 Realty Income shares in Q1 2026, an estimated $703K.
Realty Income made up 0.07% of Stratos Wealth Partners's portfolio in Q1 2026, its #291 holding.
Stratos Wealth Partners first reported a position in Realty Income in Q2 2014 and has held it in 48 quarters since.
Stratos Wealth Partners's Realty Income position peaked at $10.7M in Q3 2019.
1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.