CJ
O icon

Caitlin John’s Realty Income O Stock Holding History

Caitlin John’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
Q2 		$18.6K Buy
300
+277
+1,204% +$17.3K 0.01% 511
2026
Q1 		$1.38K Buy
23
+1
+5% +$63 ﹤0.01% 760
2025
Q4 		$1.26K Hold
22
– – ﹤0.01% 770
2025
Q3 		$1.34K Buy
+22
New +$1.28K ﹤0.01% 740
2025
Q1 		– Sell
-23
Closed -$1.25K – 580
2024
Q4 		$1.25K Hold
23
– – ﹤0.01% 711
2024
Q3 		$1.32K Hold
23
– – ﹤0.01% 706
2024
Q2 		$1.21K Buy
23
+1
+5% +$53 ﹤0.01% 703
2024
Q1 		$1.22K Hold
22
– – ﹤0.01% 737
2023
Q4 		$1.28K Buy
+22
New +$1.16K ﹤0.01% 741

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Caitlin John's O Position: Q2 2026 in Review

Caitlin John increased its Realty Income (O) stake by 1,204% in Q2 2026, buying an estimated $17.3K and bringing the position to 300 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #511.

Caitlin John first reported a position in O in Q4 2023 and has held it in 9 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Caitlin John held 300 shares of Realty Income worth $18.6K as of Q2 2026.
  • Caitlin John bought 277 Realty Income shares in Q2 2026, an estimated $17.3K.
  • Realty Income made up 0.01% of Caitlin John's portfolio in Q2 2026, its #511 holding.
  • Caitlin John first reported a position in Realty Income in Q4 2023 and has held it in 9 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.