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TD Private Client Wealth’s Realty Income O Stock Holding History

TD Private Client Wealth’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 		$2.31M Sell
37,777
-17,977
-32% -$1.13M 0.05% 229
2025
Q4 		$3.14M Sell
55,754
-8,827
-14% -$511K 0.07% 189
2025
Q3 		$3.93M Buy
64,581
+5,334
+9% +$311K 0.09% 157
2025
Q2 		$3.41M Buy
59,247
+6,410
+12% +$362K 0.08% 169
2025
Q1 		$3.07M Buy
52,837
+6,402
+14% +$354K 0.08% 171
2024
Q4 		$2.48M Sell
46,435
-6,340
-12% -$369K 0.07% 199
2024
Q3 		$3.35M Sell
52,775
-477
-0.9% -$28.4K 0.1% 163
2024
Q2 		$2.81M Buy
53,252
+18,509
+53% +$988K 0.09% 175
2024
Q1 		$1.88M Buy
34,743
+9,151
+36% +$496K 0.06% 248
2023
Q4 		$1.47M Sell
25,592
-8,768
-26% -$460K 0.05% 270
2023
Q3 		$1.72M Sell
34,360
-3,521
-9% -$202K 0.07% 233
2023
Q2 		$2.26M Sell
37,881
-3,113
-8% -$190K 0.1% 204
2023
Q1 		$2.6M Buy
40,994
+5,674
+16% +$368K 0.12% 179
2022
Q4 		$2.24M Sell
35,320
-2,869
-8% -$178K 0.11% 196
2022
Q3 		$2.22M Buy
38,189
+1,512
+4% +$104K 0.11% 188
2022
Q2 		$2.5M Sell
36,677
-216
-0.6% -$14.8K 0.12% 179
2022
Q1 		$2.56M Buy
36,893
+6,617
+22% +$450K 0.11% 190
2021
Q4 		$2.17M Sell
30,276
-1,255
-4% -$86.3K 0.09% 221
2021
Q3 		$1.98M Buy
31,531
+10,665
+51% +$720K 0.08% 238
2021
Q2 		$1.35M Buy
20,866
+20,326
+3,764% +$1.34M 0.06% 296
2021
Q1 		$33.2K Sell
540
-908
-63% -$53.8K ﹤0.01% 769
2020
Q4 		$87.2K Sell
1,448
-30
-2% -$1.77K ﹤0.01% 575
2020
Q3 		$87K Sell
1,478
-46
-3% -$2.72K ﹤0.01% 544
2020
Q2 		$87.9K Sell
1,524
-145
-9% -$7.72K 0.01% 532
2020
Q1 		$80.6K Sell
1,669
-23,920
-93% -$1.67M 0.01% 520
2019
Q4 		$1.83M Buy
+25,589
New +$1.91M 0.11% 190

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

TD Private Client Wealth's O Position: Q1 2026 in Review

TD Private Client Wealth reduced its Realty Income (O) stake by 32% in Q1 2026, selling an estimated $1.13M and leaving 37,777 shares worth $2.31M. The position accounts for 0.05% of the portfolio, ranked #229.

TD Private Client Wealth first reported a position in O in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.93M in Q3 2025. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • TD Private Client Wealth held 37,777 shares of Realty Income worth $2.31M as of Q1 2026.
  • TD Private Client Wealth sold 17,977 Realty Income shares in Q1 2026, an estimated $1.13M.
  • Realty Income made up 0.05% of TD Private Client Wealth's portfolio in Q1 2026, its #229 holding.
  • TD Private Client Wealth first reported a position in Realty Income in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Realty Income position peaked at $3.93M in Q3 2025.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.