Wells Fargo
O icon

Wells Fargo’s Realty Income O Stock Holding History

Wells Fargo’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
2017
Q1 		– Sell
-114,862
Closed -$204K – 6435
2016
Q4 		$204K Buy
+114,862
New +$6.45M ﹤0.01% 4768

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

Wells Fargo's O Position: Q1 2026 in Review

Wells Fargo reduced its Realty Income (O) stake by 7.5% in Q1 2026, selling an estimated $26.1M and leaving 5,118,129 shares worth $313M. The position accounts for 0.06% of the portfolio, ranked #274.

Wells Fargo first reported a position in O in Q2 2013 and has held it in 52 quarters since. The position peaked at $331M in Q3 2025. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Wells Fargo held 5,118,129 shares of Realty Income worth $313M as of Q1 2026.
  • Wells Fargo sold 417,296 Realty Income shares in Q1 2026, an estimated $26.1M.
  • Realty Income made up 0.06% of Wells Fargo's portfolio in Q1 2026, its #274 holding.
  • Wells Fargo first reported a position in Realty Income in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Realty Income position peaked at $331M in Q3 2025.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.