Dimensional Fund Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $796M | Buy |
13,018,219
+154,581
| +1% | +$9.68M | 0.17% | 82 |
|
|
2025
Q4 | $725M | Buy |
12,863,638
+192,467
| +2% | +$11.1M | 0.15% | 85 |
|
|
2025
Q3 | $770M | Buy |
12,671,171
+433,602
| +4% | +$25.3M | 0.17% | 79 |
|
|
2025
Q2 | $705M | Buy |
12,237,569
+129,008
| +1% | +$7.29M | 0.16% | 78 |
|
|
2025
Q1 | $702M | Buy |
12,108,561
+451,307
| +4% | +$25M | 0.17% | 69 |
|
|
2024
Q4 | $623M | Sell |
11,657,254
-71,343
| -0.6% | -$4.15M | 0.15% | 85 |
|
|
2024
Q3 | $744M | Buy |
11,728,597
+46,492
| +0.4% | +$2.77M | 0.18% | 68 |
|
|
2024
Q2 | $617M | Buy |
11,682,105
+413,865
| +4% | +$22.1M | 0.16% | 84 |
|
|
2024
Q1 | $610M | Buy |
11,268,240
+1,726,080
| +18% | +$93.5M | 0.17% | 84 |
|
|
2023
Q4 | $548M | Buy |
9,542,160
+227,621
| +2% | +$11.9M | 0.16% | 83 |
|
|
2023
Q3 | $465M | Buy |
9,314,539
+326,347
| +4% | +$18.8M | 0.15% | 95 |
|
|
2023
Q2 | $537M | Buy |
8,988,192
+283,412
| +3% | +$17.3M | 0.17% | 79 |
|
|
2023
Q1 | $551M | Buy |
8,704,780
+457,839
| +6% | +$29.7M | 0.19% | 72 |
|
|
2022
Q4 | $523K | Buy |
8,246,941
+26,175
| +0.3% | +$1.63M | 0.15% | 81 |
|
|
2022
Q3 | $478M | Sell |
8,220,766
-381,215
| -4% | -$26.3M | 0.18% | 72 |
|
|
2022
Q2 | $587M | Buy |
8,601,981
+105,867
| +1% | +$7.27M | 0.21% | 63 |
|
|
2022
Q1 | $589M | Buy |
8,496,114
+353,791
| +4% | +$24.1M | 0.18% | 74 |
|
|
2021
Q4 | $583M | Buy |
8,142,323
+2,127,417
| +35% | +$146M | 0.18% | 78 |
|
|
2021
Q3 | $378M | Buy |
6,014,906
+93,222
| +2% | +$6.29M | 0.12% | 122 |
|
|
2021
Q2 | $383M | Sell |
5,921,684
-50,976
| -0.9% | -$3.35M | 0.12% | 119 |
|
|
2021
Q1 | $368M | Buy |
5,972,660
+214,639
| +4% | +$12.7M | 0.12% | 119 |
|
|
2020
Q4 | $347M | Buy |
5,758,021
+95,912
| +2% | +$5.67M | 0.13% | 107 |
|
|
2020
Q3 | $333M | Buy |
5,662,109
+400,736
| +8% | +$23.7M | 0.14% | 99 |
|
|
2020
Q2 | $303M | Buy |
5,261,373
+102,102
| +2% | +$5.44M | 0.13% | 100 |
|
|
2020
Q1 | $249M | Buy |
5,159,271
+120,171
| +2% | +$8.37M | 0.13% | 104 |
|
|
2019
Q4 | $360M | Buy |
5,039,100
+108,117
| +2% | +$8.05M | 0.13% | 97 |
|
|
2019
Q3 | $366M | Buy |
4,930,983
+77,486
| +2% | +$5.43M | 0.14% | 86 |
|
|
2019
Q2 | $324M | Buy |
4,853,497
+250,313
| +5% | +$17.1M | 0.13% | 100 |
|
|
2019
Q1 | $328M | Buy |
4,603,184
+58,231
| +1% | +$3.86M | 0.13% | 96 |
|
|
2018
Q4 | $278M | Buy |
4,544,953
+117,308
| +3% | +$7M | 0.13% | 102 |
|
|
2018
Q3 | $244M | Buy |
4,427,645
+103,462
| +2% | +$5.7M | 0.09% | 167 |
|
|
2018
Q2 | $225M | Buy |
4,324,183
+80,999
| +2% | +$4.1M | 0.09% | 179 |
|
|
2018
Q1 | $213M | Buy |
4,243,184
+206,262
| +5% | +$10.3M | 0.09% | 200 |
|
|
2017
Q4 | $223M | Buy |
4,036,922
+141,663
| +4% | +$7.69M | 0.09% | 189 |
|
|
2017
Q3 | $216M | Buy |
3,895,259
+84,305
| +2% | +$4.68M | 0.09% | 178 |
|
|
2017
Q2 | $204M | Buy |
3,810,954
+181,933
| +5% | +$10.1M | 0.09% | 188 |
|
|
2017
Q1 | $209M | Buy |
3,629,021
+93,090
| +3% | +$5.39M | 0.1% | 171 |
|
|
2016
Q4 | $197M | Buy |
3,535,931
+61,737
| +2% | +$3.46M | 0.1% | 177 |
|
|
2016
Q3 | $225M | Buy |
3,474,194
+51,366
| +2% | +$3.39M | 0.12% | 122 |
|
|
2016
Q2 | $230M | Buy |
3,422,828
+74,969
| +2% | +$4.55M | 0.13% | 108 |
|
|
2016
Q1 | $203M | Buy |
3,347,859
+53,293
| +2% | +$2.97M | 0.12% | 128 |
|
|
2015
Q4 | $165M | Buy |
3,294,566
+285,711
| +9% | +$13.7M | 0.1% | 155 |
|
|
2015
Q3 | $138M | Buy |
3,008,855
+54,317
| +2% | +$2.45M | 0.09% | 202 |
|
|
2015
Q2 | $127M | Buy |
2,954,538
+99,536
| +3% | +$4.55M | 0.08% | 265 |
|
|
2015
Q1 | $143M | Buy |
2,855,002
+76,535
| +3% | +$3.83M | 0.09% | 221 |
|
|
2014
Q4 | $128M | Buy |
2,778,467
+4,927
| +0.2% | +$218K | 0.08% | 236 |
|
|
2014
Q3 | $110M | Buy |
2,773,540
+55,574
| +2% | +$2.37M | 0.08% | 265 |
|
|
2014
Q2 | $117M | Buy |
2,717,966
+226,533
| +9% | +$9.47M | 0.08% | 250 |
|
|
2014
Q1 | $98.6M | Buy |
2,491,433
+140,751
| +6% | +$5.58M | 0.07% | 284 |
|
|
2013
Q4 | $85M | Buy |
2,350,682
+216,014
| +10% | +$8.3M | 0.07% | 324 |
|
|
2013
Q3 | $82.2M | Buy |
2,134,668
+399,322
| +23% | +$16.2M | 0.07% | 304 |
|
|
2013
Q2 | $70.5M | Buy |
+1,735,346
| New | +$80.2M | 0.07% | 328 |
|
Other funds holding O
VPM
VCM
Dimensional Fund Advisors's O Position: Q1 2026 in Review
Dimensional Fund Advisors increased its Realty Income (O) stake by 1.2% in Q1 2026, buying an estimated $9.68M and bringing the position to 13,018,219 shares worth $796M. The position accounts for 0.17% of the portfolio, ranked #82.
Dimensional Fund Advisors first reported a position in O in Q2 2013 and has held it in 52 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.
- Dimensional Fund Advisors held 13,018,219 shares of Realty Income worth $796M as of Q1 2026.
- Dimensional Fund Advisors bought 154,581 Realty Income shares in Q1 2026, an estimated $9.68M.
- Realty Income made up 0.17% of Dimensional Fund Advisors's portfolio in Q1 2026, its #82 holding.
- Dimensional Fund Advisors first reported a position in Realty Income in Q2 2013 and has held it in 52 quarters since.
- 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.
Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.