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 Q3	$424K	Buy	7,817 +10	+0.1%	+$617	0.13%	102
2026 Q2	$484K	Buy	7,807 +9	+0.1%	+$561	0.15%	98
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

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Quarterback's O Position: Q3 2026 in Review

Wealth Quarterback increased its Realty Income (O) stake by 0.13% in Q3 2026, buying an estimated $617 and bringing the position to 7,817 shares worth $424K. The position accounts for 0.13% of the portfolio, ranked #102.

Wealth Quarterback first reported a position in O in Q4 2019 and has held it in 13 quarters since. The position peaked at $528K in Q4 2025. 391 funds tracked by Wall St. Rank hold O as of Q3 2026.

Wealth Quarterback held 7,817 shares of Realty Income worth $424K as of Q3 2026.
Wealth Quarterback bought 10 Realty Income shares in Q3 2026, an estimated $617.
Realty Income made up 0.13% of Wealth Quarterback's portfolio in Q3 2026, its #102 holding.
Wealth Quarterback first reported a position in Realty Income in Q4 2019 and has held it in 13 quarters since.
Wealth Quarterback's Realty Income position peaked at $528K in Q4 2025.
391 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.