Westside Investment Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $46K | Hold |
741
| – | – | 0.01% | 616 |
|
|
2026
Q1 | $45.9K | Hold |
741
| – | – | 0.01% | 592 |
|
|
2025
Q4 | $42.2K | Sell |
741
-3,299
| -82% | -$191K | 0.01% | 593 |
|
|
2025
Q3 | $245K | Buy |
4,040
+230
| +6% | +$13.4K | 0.04% | 253 |
|
|
2025
Q2 | $220K | Buy |
3,810
+230
| +6% | +$13K | 0.04% | 245 |
|
|
2025
Q1 | $208K | Hold |
3,580
| – | – | 0.04% | 232 |
|
|
2024
Q4 | $191K | Buy |
3,580
+1
| +0% | +$58 | 0.04% | 236 |
|
|
2024
Q3 | $227K | Hold |
3,579
| – | – | 0.05% | 220 |
|
|
2024
Q2 | $189K | Hold |
3,579
| – | – | 0.04% | 236 |
|
|
2024
Q1 | $194K | Hold |
3,579
| – | – | 0.05% | 229 |
|
|
2023
Q4 | $206K | Sell |
3,579
-81
| -2% | -$4.25K | 0.05% | 205 |
|
|
2023
Q3 | $183K | Hold |
3,660
| – | – | 0.05% | 209 |
|
|
2023
Q2 | $219K | Buy |
3,660
+100
| +3% | +$6.1K | 0.06% | 195 |
|
|
2023
Q1 | $225K | Hold |
3,560
| – | – | 0.07% | 194 |
|
|
2022
Q4 | $225 | Sell |
3,560
-100
| -3% | -$6.21K | ﹤0.01% | 316 |
|
|
2022
Q3 | $6.03K | Hold |
3,660
| – | – | 0.01% | 218 |
|
|
2022
Q2 | $7.33K | Buy |
3,660
+3,300
| +917% | +$227K | 0.02% | 205 |
|
|
2022
Q1 | $7.11K | Hold |
360
| – | – | 0.02% | 206 |
|
|
2021
Q4 | $6.6K | Sell |
360
-12
| -3% | -$825 | 0.02% | 199 |
|
|
2021
Q3 | $6.6K | Buy |
372
+97
| +35% | +$6.55K | 0.02% | 201 |
|
|
2021
Q2 | $417 | Hold |
275
| – | – | ﹤0.01% | 274 |
|
|
2021
Q1 | $397 | Buy |
275
+7
| +3% | +$415 | ﹤0.01% | 266 |
|
|
2020
Q4 | $16 | Hold |
268
| – | – | ﹤0.01% | 453 |
|
|
2020
Q3 | $15 | Hold |
268
| – | – | ﹤0.01% | 459 |
|
|
2020
Q2 | $15 | Hold |
268
| – | – | ﹤0.01% | 440 |
|
|
2020
Q1 | $12 | Buy |
+268
| New | +$18.7K | ﹤0.01% | 442 |
|
|
2019
Q2 | $17 | Buy |
+268
| New | +$18.3K | ﹤0.01% | 409 |
|
|
2018
Q4 | $16.4K | Hold |
268
| – | – | 0.01% | 396 |
|
|
2018
Q3 | $14.7K | Hold |
268
| – | – | ﹤0.01% | 417 |
|
|
2018
Q2 | $13.9K | Hold |
268
| – | – | ﹤0.01% | 489 |
|
|
2018
Q1 | $13.3K | Hold |
268
| – | – | 0.01% | 480 |
|
|
2017
Q4 | $14.4K | Buy |
+268
| New | +$14.5K | 0.01% | 485 |
|
Other funds holding O
Westside Investment Management's O Position: Q2 2026 in Review
Westside Investment Management held its Realty Income (O) position steady in Q2 2026 at 741 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #616.
Westside Investment Management first reported a position in O in Q4 2017 and has held it in 32 quarters since. The position peaked at $245K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Westside Investment Management held 741 shares of Realty Income worth $46K as of Q2 2026.
- Westside Investment Management left its Realty Income share count unchanged in Q2 2026.
- Realty Income made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #616 holding.
- Westside Investment Management first reported a position in Realty Income in Q4 2017 and has held it in 32 quarters since.
- Westside Investment Management's Realty Income position peaked at $245K in Q3 2025.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.