FCM
O icon

Fourpath Capital Management’s Realty Income O Stock Holding History

Fourpath Capital Management’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 		$559K Sell
9,025
-810
-8% -$50.5K 0.07% 162
2026
Q1 		$602K Sell
9,835
-6,075
-38% -$380K 0.09% 149
2025
Q4 		$897K Sell
15,910
-159
-1% -$9.21K 0.12% 108
2025
Q3 		$977K Buy
16,069
+30
+0.2% +$1.75K 0.14% 102
2025
Q2 		$924K Buy
16,039
+1,220
+8% +$69K 0.15% 99
2025
Q1 		$860K Sell
14,819
-38
-0.3% -$2.1K 0.15% 96
2024
Q4 		$793K Sell
14,857
-598
-4% -$34.8K 0.15% 101
2024
Q3 		$980K Buy
15,455
+342
+2% +$20.4K 0.18% 94
2024
Q2 		$798K Buy
15,113
+3,985
+36% +$213K 0.59% 35
2024
Q1 		$602K Buy
11,128
+2,440
+28% +$132K 0.42% 55
2023
Q4 		$499K Sell
8,688
-215
-2% -$11.3K 0.34% 66
2023
Q3 		$445K Buy
+8,903
New +$512K 0.33% 71
2023
Q2 		– Sell
-8,990
Closed -$569K – 118
2023
Q1 		$569K Sell
8,990
-107
-1% -$6.93K 0.4% 63
2022
Q4 		$577K Hold
9,097
– – 0.42% 62
2022
Q3 		$529K Buy
9,097
+27
+0.3% +$1.86K 0.36% 64
2022
Q2 		$619K Buy
9,070
+211
+2% +$14.5K 0.38% 62
2022
Q1 		$614K Buy
8,859
+300
+4% +$20.4K 0.24% 72
2021
Q4 		$613K Buy
+8,559
New +$589K 0.24% 76

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

Fourpath Capital Management's O Position: Q2 2026 in Review

Fourpath Capital Management reduced its Realty Income (O) stake by 8.2% in Q2 2026, selling an estimated $50.5K and leaving 9,025 shares worth $559K. The position accounts for 0.07% of the portfolio, ranked #162.

Fourpath Capital Management first reported a position in O in Q4 2021 and has held it in 18 quarters since. The position peaked at $980K in Q3 2024. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Fourpath Capital Management held 9,025 shares of Realty Income worth $559K as of Q2 2026.
  • Fourpath Capital Management sold 810 Realty Income shares in Q2 2026, an estimated $50.5K.
  • Realty Income made up 0.07% of Fourpath Capital Management's portfolio in Q2 2026, its #162 holding.
  • Fourpath Capital Management first reported a position in Realty Income in Q4 2021 and has held it in 18 quarters since.
  • Fourpath Capital Management's Realty Income position peaked at $980K in Q3 2024.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Fourpath Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.