S
O icon

Sunpointe’s Realty Income O Stock Holding History

Sunpointe’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
-3,708
Closed -$210K – 285
2025
Q4 		$210K Sell
3,708
-10
-0.3% -$579 0.07% 245
2025
Q3 		$226K Buy
3,718
+27
+0.7% +$1.57K 0.08% 222
2025
Q2 		$213K Sell
3,691
-475
-11% -$26.9K 0.08% 212
2025
Q1 		$242K Buy
+4,166
New +$231K 0.13% 147
2024
Q4 		– Sell
-3,832
Closed -$243K – 210
2024
Q3 		$243K Sell
3,832
-10
-0.3% -$595 0.2% 133
2024
Q2 		$203K Buy
+3,842
New +$205K 0.13% 151

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

Sunpointe's O Position: Q1 2026 in Review

Sunpointe sold out of Realty Income (O) in Q1 2026, closing a stake of 3,708 shares — an estimated $210K sold.

Sunpointe first reported a position in O in Q2 2024 and held it in 6 quarters. The position peaked at $243K in Q3 2024. 1,441 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Sunpointe reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
  • Sunpointe sold 3,708 Realty Income shares in Q1 2026, an estimated $210K.
  • Sunpointe first reported a position in Realty Income in Q2 2024 and held it in 6 quarters.
  • Sunpointe's Realty Income position peaked at $243K in Q3 2024.
  • 1,441 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.