Atom Investors’s Realty Income O Stock Holding History

Atom Investors’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	$711K	Buy	+11,619	New	+$727K	0.05%	416
2024 Q4	–	Sell	-22,921	Closed	-$1.45M	–	595
2024 Q3	$1.45M	Buy	+22,921	New	+$1.36M	0.15%	196
2024 Q1	–	Sell	-7,546	Closed	-$433K	–	649
2023 Q4	$433K	Buy	+7,546	New	+$396K	0.08%	299
2023 Q2	–	Sell	-6,450	Closed	-$408K	–	346
2023 Q1	$408K	Sell	6,450 -25,121	-80%	-$1.63M	0.22%	118
2022 Q4	$2M	Buy	31,571 +26,635	+540%	+$1.65M	1%	22
2022 Q3	$287K	Buy	+4,936	New	+$340K	0.1%	191
2021 Q1	–	Sell	-6,364	Closed	-$383K	–	375
2020 Q4	$383K	Buy	+6,364	New	+$376K	0.04%	261
2020 Q2	–	Sell	-6,951	Closed	-$336K	–	448
2020 Q1	$336K	Buy	+6,951	New	+$484K	0.03%	233
2019 Q3	–	Sell	-11,140	Closed	-$745K	–	386
2019 Q2	$745K	Sell	11,140 -3,415	-23%	-$233K	0.05%	278
2019 Q1	$1.04M	Buy	+14,555	New	+$965K	0.09%	176

Other funds holding O

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atom Investors's O Position: Q1 2026 in Review

Atom Investors opened a new position in Realty Income (O) in Q1 2026: 11,619 shares worth $711K. The stake represents 0.05% of the portfolio and ranks #416 among its holdings. This is a return to the name: Atom Investors previously reported a position in O as recently as Q3 2024.

Atom Investors first reported a position in O in Q1 2019 and has held it in 10 quarters since. The position peaked at $2M in Q4 2022. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

Atom Investors held 11,619 shares of Realty Income worth $711K as of Q1 2026.
Realty Income was a new Atom Investors position in Q1 2026.
Realty Income made up 0.05% of Atom Investors's portfolio in Q1 2026, its #416 holding.
Atom Investors first reported a position in Realty Income in Q1 2019 and has held it in 10 quarters since.
Atom Investors's Realty Income position peaked at $2M in Q4 2022.
1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.