Winnow Wealth’s Realty Income O Stock Holding History

Winnow Wealth’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	-17	Closed	-$969	–	420
2025 Q4	$969	Hold	17	–	–	﹤0.01%	433
2025 Q3	$1.04K	Buy	+17	New	+$990	﹤0.01%	414
2025 Q2	–	Sell	-17	Closed	-$947	–	513
2025 Q1	$947	Buy	17 +6	+55%	+$332	﹤0.01%	397
2024 Q4	$582	Buy	+11	New	+$641	﹤0.01%	410

Other funds holding O

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Winnow Wealth's O Position: Q1 2026 in Review

Winnow Wealth sold out of Realty Income (O) in Q1 2026, closing a stake of 17 shares — an estimated $969 sold.

Winnow Wealth first reported a position in O in Q4 2024 and held it in 4 quarters. The position peaked at $1.04K in Q3 2025. 1,441 funds tracked by Wall St. Rank hold O as of Q1 2026.

Winnow Wealth reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 17 Realty Income shares in Q1 2026, an estimated $969.
Winnow Wealth first reported a position in Realty Income in Q4 2024 and held it in 4 quarters.
Winnow Wealth's Realty Income position peaked at $1.04K in Q3 2025.
1,441 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.