Valley Wealth Managers
O icon

Valley Wealth Managers’s Realty Income O Stock Holding History

Valley Wealth Managers’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
Q3 		$4.31M Buy
79,397
+1,695
+2% +$105K 0.25% 91
2026
Q2 		$4.81M Buy
77,702
+1,477
+2% +$92.1K 0.28% 80
2026
Q1 		$4.66M Buy
76,225
+692
+0.9% +$43.3K 0.3% 75
2025
Q4 		$4.26M Buy
75,533
+8,695
+13% +$503K 0.27% 80
2025
Q3 		$4.06M Buy
66,838
+2,047
+3% +$119K 0.27% 87
2025
Q2 		$3.73M Buy
64,791
+618
+1% +$34.9K 0.27% 89
2025
Q1 		$3.72M Buy
64,173
+2,446
+4% +$135K 0.28% 85
2024
Q4 		$3.3M Sell
61,727
-7,205
-10% -$420K 0.25% 91
2024
Q3 		$4.37M Sell
68,932
-1,117
-2% -$66.5K 0.32% 73
2024
Q2 		$3.7M Sell
70,049
-699
-1% -$37.3K 0.29% 83
2024
Q1 		$3.83M Sell
70,748
-5,704
-7% -$309K 0.29% 89
2023
Q4 		$4.39M Buy
76,452
+5,055
+7% +$265K 0.34% 69
2023
Q3 		$3.57M Buy
71,397
+1,652
+2% +$95K 0.3% 95
2023
Q2 		$4.17M Sell
69,745
-2,342
-3% -$143K 0.37% 74
2023
Q1 		$4.56M Buy
+72,087
New +$4.67M 0.42% 63
2015
Q1 		– Sell
-27,276
Closed -$1.26M – 107
2014
Q4 		$1.26M Buy
27,276
+1,753
+7% +$77.7K 0.23% 60
2014
Q3 		$1.01M Buy
25,523
+2,246
+10% +$95.8K 0.19% 66
2014
Q2 		$1M Buy
23,277
+1,032
+5% +$43.1K 0.19% 66
2014
Q1 		$881K Buy
22,245
+1,326
+6% +$52.6K 0.18% 64
2013
Q4 		$757K Buy
20,919
+3,695
+21% +$142K 0.16% 67
2013
Q3 		$663K Buy
17,224
+2,312
+16% +$93.7K 0.14% 67
2013
Q2 		$606K Buy
+14,912
New +$689K 0.14% 71

Other funds holding O

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Valley Wealth Managers's O Position: Q3 2026 in Review

Valley Wealth Managers increased its Realty Income (O) stake by 2.2% in Q3 2026, buying an estimated $105K and bringing the position to 79,397 shares worth $4.31M. The position accounts for 0.25% of the portfolio, ranked #91.

Valley Wealth Managers first reported a position in O in Q2 2013 and has held it in 22 quarters since. The position peaked at $4.81M in Q2 2026. 315 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Valley Wealth Managers held 79,397 shares of Realty Income worth $4.31M as of Q3 2026.
  • Valley Wealth Managers bought 1,695 Realty Income shares in Q3 2026, an estimated $105K.
  • Realty Income made up 0.25% of Valley Wealth Managers's portfolio in Q3 2026, its #91 holding.
  • Valley Wealth Managers first reported a position in Realty Income in Q2 2013 and has held it in 22 quarters since.
  • Valley Wealth Managers's Realty Income position peaked at $4.81M in Q2 2026.
  • 315 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.