Curi RMB Capital’s Realty Income O Stock Holding History

Curi RMB Capital’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	$202K	Buy	+3,299	New	+$207K	﹤0.01%	833

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 $34.1B AUM 20.22% 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

Curi RMB Capital's O Position: Q1 2026 in Review

Curi RMB Capital opened a new position in Realty Income (O) in Q1 2026: 3,299 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #833 among its holdings.

1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

Curi RMB Capital held 3,299 shares of Realty Income worth $202K as of Q1 2026.
Realty Income was a new Curi RMB Capital position in Q1 2026.
Realty Income made up ﹤0.01% of Curi RMB Capital's portfolio in Q1 2026, its #833 holding.
1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.