U.S. Capital Wealth Advisors’s Realty Income O Stock Holding History

U.S. Capital Wealth Advisors’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	$7.32M	Buy	119,662 +4,298	+4%	+$269K	0.18%	132
2025 Q4	$6.5M	Buy	115,364 +1,807	+2%	+$105K	0.17%	149
2025 Q3	$6.9M	Buy	113,557 +4,176	+4%	+$243K	0.19%	135
2025 Q2	$6.3M	Buy	109,381 +8,672	+9%	+$490K	0.18%	137
2025 Q1	$5.84M	Buy	100,709 +58,711	+140%	+$3.25M	0.18%	142
2024 Q4	$2.24M	Buy	41,998 +37,831	+908%	+$2.2M	0.07%	280
2024 Q3	$264K	Buy	+4,167	New	+$248K	0.01%	612
2023 Q1	–	Sell	-1,848	Closed	-$117K	–	1221
2022 Q4	$117K	Buy	+1,848	New	+$115K	0.01%	711

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

U.S. Capital Wealth Advisors's O Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Realty Income (O) stake by 3.7% in Q1 2026, buying an estimated $269K and bringing the position to 119,662 shares worth $7.32M. The position accounts for 0.18% of the portfolio, ranked #132.

U.S. Capital Wealth Advisors first reported a position in O in Q4 2022 and has held it in 8 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

U.S. Capital Wealth Advisors held 119,662 shares of Realty Income worth $7.32M as of Q1 2026.
U.S. Capital Wealth Advisors bought 4,298 Realty Income shares in Q1 2026, an estimated $269K.
Realty Income made up 0.18% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #132 holding.
U.S. Capital Wealth Advisors first reported a position in Realty Income in Q4 2022 and has held it in 8 quarters since.
1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.