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Synergy Investment Management’s Realty Income O Stock Holding History

Synergy Investment Management’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 		$7.9K Buy
+129
New +$8.07K ﹤0.01% 527
2025
Q2 		– Sell
-105
Closed -$6.1K – 411
2025
Q1 		$6.1K Buy
105
+1
+1% +$55 ﹤0.01% 422
2024
Q4 		$5.54K Buy
+104
New +$6.06K ﹤0.01% 449

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

Synergy Investment Management's O Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Realty Income (O) in Q1 2026: 129 shares worth $7.9K. The stake represents ﹤0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in O as recently as Q1 2025.

Synergy Investment Management first reported a position in O in Q4 2024 and has held it in 3 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Synergy Investment Management held 129 shares of Realty Income worth $7.9K as of Q1 2026.
  • Realty Income was a new Synergy Investment Management position in Q1 2026.
  • Realty Income made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #527 holding.
  • Synergy Investment Management first reported a position in Realty Income in Q4 2024 and has held it in 3 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.