James T. Borello RIA
O icon

James T. Borello RIA’s Realty Income O Stock Holding History

James T. Borello RIA’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
Q3 		$21.1K Buy
389
+177
+83% +$10.9K ﹤0.01% 410
2026
Q2 		$13.1K Sell
212
-44
-17% -$2.74K ﹤0.01% 517
2026
Q1 		$15.7K Buy
256
+86
+51% +$5.38K ﹤0.01% 435
2025
Q4 		$9.6K Sell
170
-83
-33% -$4.8K ﹤0.01% 425
2025
Q3 		$15.4K Buy
+253
New +$14.7K ﹤0.01% 257

Other funds holding O

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

James T. Borello RIA's O Position: Q3 2026 in Review

James T. Borello RIA increased its Realty Income (O) stake by 83% in Q3 2026, buying an estimated $10.9K and bringing the position to 389 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

James T. Borello RIA first reported a position in O in Q3 2025 and has held it in 5 quarters since. 375 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • James T. Borello RIA held 389 shares of Realty Income worth $21.1K as of Q3 2026.
  • James T. Borello RIA bought 177 Realty Income shares in Q3 2026, an estimated $10.9K.
  • Realty Income made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #410 holding.
  • James T. Borello RIA first reported a position in Realty Income in Q3 2025 and has held it in 5 quarters since.
  • 375 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.