WQ
O icon

Wealth Quarterback’s Realty Income O Stock Holding History

Wealth Quarterback’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 		$477K Sell
7,798
-1,569
-17% -$98.2K 0.19% 90
2025
Q4 		$528K Buy
9,367
+1,536
+20% +$88.9K 0.19% 83
2025
Q3 		$476K Buy
7,831
+1,166
+17% +$67.9K 0.18% 91
2025
Q2 		$384K Buy
6,665
+1,908
+40% +$108K 0.18% 99
2025
Q1 		$276K Buy
4,757
+782
+20% +$43.3K 0.16% 104
2024
Q4 		$212K Buy
3,975
+505
+15% +$29.4K 0.1% 111
2024
Q3 		$220K Buy
+3,470
New +$206K 0.11% 113
2021
Q3 		$17K Buy
260
+3
+1% +$203 0.01% 385
2021
Q2 		$17K Buy
+257
New +$16.9K 0.01% 379
2020
Q2 		– Sell
-611
Closed -$29.5K – 552
2020
Q1 		$29.5K Sell
611
-35,380
-98% -$2.46M 0.03% 282
2019
Q4 		$15.5K Buy
+35,991
New +$2.68M 0.01% 413

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 $34.1B AUM 20.22% 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 Quarterback's O Position: Q1 2026 in Review

Wealth Quarterback reduced its Realty Income (O) stake by 17% in Q1 2026, selling an estimated $98.2K and leaving 7,798 shares worth $477K. The position accounts for 0.19% of the portfolio, ranked #90.

Wealth Quarterback first reported a position in O in Q4 2019 and has held it in 11 quarters since. The position peaked at $528K in Q4 2025. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Wealth Quarterback held 7,798 shares of Realty Income worth $477K as of Q1 2026.
  • Wealth Quarterback sold 1,569 Realty Income shares in Q1 2026, an estimated $98.2K.
  • Realty Income made up 0.19% of Wealth Quarterback's portfolio in Q1 2026, its #90 holding.
  • Wealth Quarterback first reported a position in Realty Income in Q4 2019 and has held it in 11 quarters since.
  • Wealth Quarterback's Realty Income position peaked at $528K in Q4 2025.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.