WA
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WESPAC Advisors’s Realty Income O Stock Holding History

WESPAC Advisors’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 		– Sell
-4,549
Closed -$256K – 197
2025
Q4 		$256K Sell
4,549
-8,515
-65% -$493K 0.14% 146
2025
Q3 		$794K Buy
+13,064
New +$761K 0.46% 80
2022
Q3 		– Sell
-3,789
Closed -$259K – 98
2022
Q2 		$259K Buy
+3,789
New +$260K 0.2% 75
2021
Q4 		– Sell
-3,833
Closed -$241K – 174
2021
Q3 		$241K Buy
+3,833
New +$259K 0.15% 146
2021
Q2 		– Sell
-3,817
Closed -$235K – 148
2021
Q1 		$235K Buy
3,817
+239
+7% +$14.2K 0.18% 143
2020
Q4 		$216K Buy
+3,578
New +$211K 0.17% 137
2019
Q2 		– Sell
-18,634
Closed -$1.33M – 135
2019
Q1 		$1.33M Buy
18,634
+496
+3% +$32.9K 0.92% 40
2018
Q4 		$1.11M Sell
18,138
-708
-4% -$42.3K 1.07% 35
2018
Q3 		$1.04M Buy
18,846
+5,436
+41% +$299K 0.61% 58
2018
Q2 		$699K Sell
13,410
-6,720
-33% -$341K 0.72% 45
2018
Q1 		$1.01M Buy
20,130
+7,838
+64% +$391K 0.62% 56
2017
Q4 		$679K Sell
12,292
-6,923
-36% -$376K 0.63% 55
2017
Q3 		$1.06M Sell
19,215
-1,289
-6% -$71.6K 0.7% 46
2017
Q2 		$1.1M Buy
20,504
+7,412
+57% +$410K 0.75% 46
2017
Q1 		$755K Buy
+13,092
New +$758K 0.87% 43
2016
Q4 		– Sell
-3,333
Closed -$216K – 129
2016
Q3 		$216K Sell
3,333
-483
-13% -$31.9K 0.24% 94
2016
Q2 		$256K Buy
3,816
+111
+3% +$6.74K 0.26% 94
2016
Q1 		$224K Buy
+3,705
New +$206K 0.28% 85

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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

WESPAC Advisors's O Position: Q1 2026 in Review

WESPAC Advisors sold out of Realty Income (O) in Q1 2026, closing a stake of 4,549 shares — an estimated $256K sold.

WESPAC Advisors first reported a position in O in Q1 2016 and held it in 18 quarters. The position peaked at $1.33M in Q1 2019. 1,439 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • WESPAC Advisors reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
  • WESPAC Advisors sold 4,549 Realty Income shares in Q1 2026, an estimated $256K.
  • WESPAC Advisors first reported a position in Realty Income in Q1 2016 and held it in 18 quarters.
  • WESPAC Advisors's Realty Income position peaked at $1.33M in Q1 2019.
  • 1,439 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.