TAM
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Tucker Asset Management’s Realty Income O Stock Holding History

Tucker Asset 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 		– Sell
-193
Closed -$10.9K – 818
2025
Q4 		$10.9K Buy
+193
New +$11.2K ﹤0.01% 562
2025
Q1 		– Sell
-471
Closed -$25.2K – 725
2024
Q4 		$25.2K Buy
471
+86
+22% +$5.01K ﹤0.01% 505
2024
Q3 		$24.4K Sell
385
-80
-17% -$4.76K 0.01% 484
2024
Q2 		$24.6K Buy
465
+29
+7% +$1.55K 0.01% 570
2024
Q1 		$23.6K Sell
436
-1,207
-73% -$65.4K 0.01% 621
2023
Q4 		$94.3K Buy
1,643
+1,167
+245% +$61.3K 0.02% 232
2023
Q3 		$23.8K Buy
476
+396
+495% +$22.8K 0.01% 460
2023
Q2 		$4.78K Sell
80
-345
-81% -$21.1K ﹤0.01% 696
2023
Q1 		$26.9K Buy
425
+345
+431% +$22.4K 0.01% 358
2022
Q4 		$5.12K Hold
80
– – ﹤0.01% 437
2022
Q3 		$4.98K Hold
80
– – ﹤0.01% 432
2022
Q2 		$5.46K Hold
80
– – ﹤0.01% 320
2022
Q1 		$5.54K Sell
80
-200
-71% -$13.6K ﹤0.01% 305
2021
Q4 		$20.1K Buy
280
+197
+237% +$13.5K 0.01% 153
2021
Q3 		$5.71K Hold
83
– – ﹤0.01% 231
2021
Q2 		$5.34K Hold
83
– – ﹤0.01% 225
2021
Q1 		$5.08K Sell
83
-51
-38% -$3.02K ﹤0.01% 223
2020
Q4 		$8.08K Buy
+134
New +$7.92K ﹤0.01% 211

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 $3.38T AUM 44.17% 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

Tucker Asset Management's O Position: Q1 2026 in Review

Tucker Asset Management sold out of Realty Income (O) in Q1 2026, closing a stake of 193 shares — an estimated $10.9K sold.

Tucker Asset Management first reported a position in O in Q4 2020 and held it in 18 quarters. The position peaked at $94.3K in Q4 2023. 1,447 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Tucker Asset Management reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 193 Realty Income shares in Q1 2026, an estimated $10.9K.
  • Tucker Asset Management first reported a position in Realty Income in Q4 2020 and held it in 18 quarters.
  • Tucker Asset Management's Realty Income position peaked at $94.3K in Q4 2023.
  • 1,447 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.