Rothwell Investment Advisors, LLC’s Realty Income O Stock Holding History

Rothwell Investment Advisors, LLC’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	$2.49K	Buy	+46	New	+$2.84K	﹤0.01%	1011

Other funds holding O

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Rothwell Investment Advisors, LLC's O Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Realty Income (O) in Q3 2026: 46 shares worth $2.49K. The stake represents ﹤0.01% of the portfolio and ranks #1011 among its holdings.

803 funds tracked by Wall St. Rank hold O as of Q3 2026.

Rothwell Investment Advisors, LLC held 46 shares of Realty Income worth $2.49K as of Q3 2026.
Realty Income was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Realty Income made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1011 holding.
803 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.