Wealthspire Advisors (New York)’s Realty Income O Stock Holding History

Wealthspire Advisors (New York)’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	$1.38M	Sell	22,541 -64	-0.3%	-$4.01K	0.01%	347
2025 Q4	$1.27M	Buy	22,605 +3,785	+20%	+$219K	0.01%	381
2025 Q3	$1.14M	Sell	18,820 -19,120	-50%	-$1.11M	0.01%	365
2025 Q2	$2.19M	Buy	37,940 +1,860	+5%	+$105K	0.01%	267
2025 Q1	$2.09M	Buy	36,080 +18,433	+104%	+$1.02M	0.01%	270
2024 Q4	$943K	Buy	17,647 +1,292	+8%	+$75.2K	0.01%	381
2024 Q3	$1.04M	Buy	+16,355	New	+$973K	0.01%	367
2021 Q2	–	Sell	-3,775	Closed	-$232K	–	572
2021 Q1	$232K	Buy	+3,775	New	+$224K	0.01%	632
2019 Q1	–	Sell	-49	Closed	-$3K	–	568
2018 Q4	$3K	Buy	+49	New	+$2.93K	﹤0.01%	719

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $37.4B AUM 35.42% 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

Wealthspire Advisors (New York)'s O Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Realty Income (O) stake by 0.28% in Q1 2026, selling an estimated $4.01K and leaving 22,541 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #347.

Wealthspire Advisors (New York) first reported a position in O in Q4 2018 and has held it in 9 quarters since. The position peaked at $2.19M in Q2 2025. 1,439 funds tracked by Wall St. Rank hold O as of Q1 2026.

Wealthspire Advisors (New York) held 22,541 shares of Realty Income worth $1.38M as of Q1 2026.
Wealthspire Advisors (New York) sold 64 Realty Income shares in Q1 2026, an estimated $4.01K.
Realty Income made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #347 holding.
Wealthspire Advisors (New York) first reported a position in Realty Income in Q4 2018 and has held it in 9 quarters since.
Wealthspire Advisors (New York)'s Realty Income position peaked at $2.19M in Q2 2025.
1,439 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.