Syon Capital’s Realty Income O Stock Holding History

Syon Capital’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	$219K	Sell	3,586 -58	-2%	-$3.63K	0.01%	853
2025 Q4	$205K	Buy	3,644 +344	+10%	+$19.9K	0.01%	864
2025 Q3	$201K	Buy	+3,300	New	+$192K	0.01%	786

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 $34.1B AUM 20.22% 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

Syon Capital's O Position: Q1 2026 in Review

Syon Capital reduced its Realty Income (O) stake by 1.6% in Q1 2026, selling an estimated $3.63K and leaving 3,586 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #853.

Syon Capital first reported a position in O in Q3 2025 and has held it in 3 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

Syon Capital held 3,586 shares of Realty Income worth $219K as of Q1 2026.
Syon Capital sold 58 Realty Income shares in Q1 2026, an estimated $3.63K.
Realty Income made up 0.01% of Syon Capital's portfolio in Q1 2026, its #853 holding.
Syon Capital first reported a position in Realty Income in Q3 2025 and has held it in 3 quarters since.
1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.