WAOTB
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Wealth Advisors of Tampa Bay’s Realty Income O Stock Holding History

Wealth Advisors of Tampa Bay’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 		$2.03M Buy
33,160
+2,295
+7% +$144K 0.67% 46
2025
Q4 		$1.74M Buy
+30,865
New +$1.79M 0.6% 50

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 $37.4B AUM 35.42% 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

Wealth Advisors of Tampa Bay's O Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay increased its Realty Income (O) stake by 7.4% in Q1 2026, buying an estimated $144K and bringing the position to 33,160 shares worth $2.03M. The position accounts for 0.67% of the portfolio, ranked #46.

Wealth Advisors of Tampa Bay first reported a position in O in Q4 2025 and has held it in 2 quarters since. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Wealth Advisors of Tampa Bay held 33,160 shares of Realty Income worth $2.03M as of Q1 2026.
  • Wealth Advisors of Tampa Bay bought 2,295 Realty Income shares in Q1 2026, an estimated $144K.
  • Realty Income made up 0.67% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #46 holding.
  • Wealth Advisors of Tampa Bay first reported a position in Realty Income in Q4 2025 and has held it in 2 quarters since.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.