WBH Advisory’s Realty Income O Stock Holding History

WBH Advisory’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	$231K	Buy	+3,741	New	+$234K	0.02%	335
2024 Q1	–	Sell	-3,530	Closed	-$203K	–	316
2023 Q4	$203K	Buy	+3,530	New	+$185K	0.02%	300
2023 Q2	–	Sell	-4,017	Closed	-$254K	–	306
2023 Q1	$254K	Buy	+4,017	New	+$260K	0.03%	272
2022 Q3	$213K	Buy	+3,655	New	+$252K	0.03%	275
2022 Q2	–	Sell	-2,891	Closed	-$210K	–	318
2022 Q1	$210K	Buy	2,891 +4	+0.1%	+$272	0.03%	298
2021 Q4	$207K	Buy	+2,887	New	+$199K	0.02%	303

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

WBH Advisory's O Position: Q1 2026 in Review

WBH Advisory opened a new position in Realty Income (O) in Q1 2026: 3,741 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #335 among its holdings. This is a return to the name: WBH Advisory previously reported a position in O as recently as Q4 2023.

WBH Advisory first reported a position in O in Q4 2021 and has held it in 6 quarters since. The position peaked at $254K in Q1 2023. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

WBH Advisory held 3,741 shares of Realty Income worth $231K as of Q1 2026.
Realty Income was a new WBH Advisory position in Q1 2026.
Realty Income made up 0.02% of WBH Advisory's portfolio in Q1 2026, its #335 holding.
WBH Advisory first reported a position in Realty Income in Q4 2021 and has held it in 6 quarters since.
WBH Advisory's Realty Income position peaked at $254K in Q1 2023.
1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.