FFO
O icon

Fortitude Family Office’s Realty Income O Stock Holding History

Fortitude Family Office’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 		$8.43K Hold
136
– – ﹤0.01% 847
2026
Q1 		$8.32K Hold
136
– – ﹤0.01% 717
2025
Q4 		$7.67K Hold
136
– – ﹤0.01% 667
2025
Q3 		$8.27K Sell
136
-615
-82% -$35.8K ﹤0.01% 632
2025
Q2 		$43.3K Sell
751
-1,185
-61% -$67K 0.01% 266
2025
Q1 		$112K Sell
1,936
-541
-22% -$29.9K 0.04% 147
2024
Q4 		$132K Buy
2,477
+112
+5% +$6.52K 0.05% 153
2024
Q3 		$150K Buy
2,365
+2,221
+1,542% +$132K 0.06% 128
2024
Q2 		$7.61K Buy
144
+98
+213% +$5.23K ﹤0.01% 465
2024
Q1 		$2.49K Buy
46
+38
+475% +$2.06K ﹤0.01% 781
2023
Q4 		$459 Buy
+8
New +$420 ﹤0.01% 978

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

Fortitude Family Office's O Position: Q2 2026 in Review

Fortitude Family Office held its Realty Income (O) position steady in Q2 2026 at 136 shares worth $8.43K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Fortitude Family Office first reported a position in O in Q4 2023 and has held it in 11 quarters since. The position peaked at $150K in Q3 2024. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Fortitude Family Office held 136 shares of Realty Income worth $8.43K as of Q2 2026.
  • Fortitude Family Office left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #847 holding.
  • Fortitude Family Office first reported a position in Realty Income in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Realty Income position peaked at $150K in Q3 2024.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.