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Sunbelt Securities’s Realty Income O Stock Holding History

Sunbelt Securities’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 		$943K Sell
15,418
-950
-6% -$59.5K 0.06% 269
2025
Q4 		$923K Buy
16,368
+468
+3% +$27.1K 0.06% 261
2025
Q3 		$967K Buy
15,900
+1,238
+8% +$72.1K 0.07% 242
2025
Q2 		$783K Buy
14,662
+4,645
+46% +$263K 0.07% 247
2025
Q1 		$581K Sell
10,017
-4,645
-32% -$257K 0.05% 287
2024
Q4 		$773K Buy
14,662
+3,445
+31% +$201K 0.07% 250
2024
Q3 		$711K Buy
11,217
+5,281
+89% +$314K 0.07% 269
2024
Q2 		$314K Buy
5,936
+13
+0.2% +$694 0.03% 446
2024
Q1 		$320K Sell
5,923
-526
-8% -$28.5K 0.04% 420
2023
Q4 		$370K Buy
6,449
+850
+15% +$44.6K 0.05% 367
2023
Q3 		$280K Sell
5,599
-14
-0.2% -$805 0.04% 421
2023
Q2 		$336K Buy
5,613
+1,274
+29% +$77.8K 0.05% 359
2023
Q1 		$272K Buy
4,339
+101
+2% +$6.54K 0.04% 377
2022
Q4 		$269K Buy
4,238
+97
+2% +$6.02K 0.05% 372
2022
Q3 		$241K Buy
4,141
+928
+29% +$64K 0.05% 373
2022
Q2 		$219K Buy
+3,213
New +$221K 0.05% 391
2020
Q1 		– Sell
-7,293
Closed -$520K – 569
2019
Q4 		$520K Buy
7,293
+2
+0% +$149 0.05% 308
2019
Q3 		$542K Buy
+7,291
New +$511K 0.06% 284

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

Sunbelt Securities's O Position: Q1 2026 in Review

Sunbelt Securities reduced its Realty Income (O) stake by 5.8% in Q1 2026, selling an estimated $59.5K and leaving 15,418 shares worth $943K. The position accounts for 0.06% of the portfolio, ranked #269.

Sunbelt Securities first reported a position in O in Q3 2019 and has held it in 18 quarters since. The position peaked at $967K in Q3 2025. 1,441 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Sunbelt Securities held 15,418 shares of Realty Income worth $943K as of Q1 2026.
  • Sunbelt Securities sold 950 Realty Income shares in Q1 2026, an estimated $59.5K.
  • Realty Income made up 0.06% of Sunbelt Securities's portfolio in Q1 2026, its #269 holding.
  • Sunbelt Securities first reported a position in Realty Income in Q3 2019 and has held it in 18 quarters since.
  • Sunbelt Securities's Realty Income position peaked at $967K in Q3 2025.
  • 1,441 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.