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WealthShield Partners’s Realty Income O Stock Holding History

WealthShield Partners’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 		$1.98M Buy
32,318
+5,194
+19% +$325K 0.22% 128
2025
Q4 		$1.53M Sell
27,124
-3,615
-12% -$209K 0.17% 136
2025
Q3 		$1.87M Sell
30,739
-219
-0.7% -$12.8K 0.21% 123
2025
Q2 		$1.78M Buy
30,958
+1,445
+5% +$81.7K 0.22% 121
2025
Q1 		$1.71M Buy
29,513
+4,906
+20% +$272K 0.22% 118
2024
Q4 		$1.31M Buy
+24,607
New +$1.43M 0.19% 127
2021
Q3 		– Sell
-987
Closed -$64K – 564
2021
Q2 		$64K Buy
987
+87
+10% +$5.72K 0.01% 429
2021
Q1 		$55K Buy
+900
New +$53.3K 0.01% 436

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

WealthShield Partners's O Position: Q1 2026 in Review

WealthShield Partners increased its Realty Income (O) stake by 19% in Q1 2026, buying an estimated $325K and bringing the position to 32,318 shares worth $1.98M. The position accounts for 0.22% of the portfolio, ranked #128.

WealthShield Partners first reported a position in O in Q1 2021 and has held it in 8 quarters since. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • WealthShield Partners held 32,318 shares of Realty Income worth $1.98M as of Q1 2026.
  • WealthShield Partners bought 5,194 Realty Income shares in Q1 2026, an estimated $325K.
  • Realty Income made up 0.22% of WealthShield Partners's portfolio in Q1 2026, its #128 holding.
  • WealthShield Partners first reported a position in Realty Income in Q1 2021 and has held it in 8 quarters since.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.