WealthCollab’s Realty Income O Stock Holding History

WealthCollab’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	$5.38K	Sell	88 -7	-7%	-$438	﹤0.01%	668
2025 Q4	$5.36K	Buy	+95	New	+$5.5K	﹤0.01%	714

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

WealthCollab's O Position: Q1 2026 in Review

WealthCollab reduced its Realty Income (O) stake by 7.4% in Q1 2026, selling an estimated $438 and leaving 88 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

WealthCollab first reported a position in O in Q4 2025 and has held it in 2 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

WealthCollab held 88 shares of Realty Income worth $5.38K as of Q1 2026.
WealthCollab sold 7 Realty Income shares in Q1 2026, an estimated $438.
Realty Income made up ﹤0.01% of WealthCollab's portfolio in Q1 2026, its #668 holding.
WealthCollab first reported a position in Realty Income in Q4 2025 and has held it in 2 quarters since.
1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.