WCM
O icon

Winthrop Capital Management’s Realty Income O Stock Holding History

Winthrop Capital Management’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 		$70K Hold
1,142
– – 0.02% 169
2025
Q4 		$64K Buy
1,142
+14
+1% +$811 0.01% 176
2025
Q3 		$69K Hold
1,128
– – 0.02% 158
2025
Q2 		$65K Buy
1,128
+29
+3% +$1.64K 0.02% 170
2025
Q1 		$64K Sell
1,099
-20
-2% -$1.11K 0.02% 153
2024
Q4 		$59K Hold
1,119
– – 0.02% 165
2024
Q3 		$71K Buy
+1,119
New +$66.6K 0.03% 82
2024
Q1 		– Sell
-1,071
Closed -$61.5K – 247
2023
Q4 		$61.5K Buy
+1,071
New +$56.2K 0.02% 159

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 $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

Winthrop Capital Management's O Position: Q1 2026 in Review

Winthrop Capital Management held its Realty Income (O) position steady in Q1 2026 at 1,142 shares worth $70K. The position accounts for 0.02% of the portfolio, ranked #169.

Winthrop Capital Management first reported a position in O in Q4 2023 and has held it in 8 quarters since. The position peaked at $71K in Q3 2024. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Winthrop Capital Management held 1,142 shares of Realty Income worth $70K as of Q1 2026.
  • Winthrop Capital Management left its Realty Income share count unchanged in Q1 2026.
  • Realty Income made up 0.02% of Winthrop Capital Management's portfolio in Q1 2026, its #169 holding.
  • Winthrop Capital Management first reported a position in Realty Income in Q4 2023 and has held it in 8 quarters since.
  • Winthrop Capital Management's Realty Income position peaked at $71K in Q3 2024.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.