FGP
O icon

Freestone Grove Partners’s Realty Income O Stock Holding History

Freestone Grove Partners’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 		$9.55M Buy
+154,205
New +$9.61M 0.06% 294
2025
Q2 		– Sell
-11,845
Closed -$687K – 803
2025
Q1 		$687K Sell
11,845
-19,818
-63% -$1.1M 0.01% 381
2024
Q4 		$1.69M Buy
+31,663
New +$1.84M 0.02% 273

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

Freestone Grove Partners's O Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Realty Income (O) in Q2 2026: 154,205 shares worth $9.55M. The stake represents 0.06% of the portfolio and ranks #294 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in O as recently as Q1 2025.

Freestone Grove Partners first reported a position in O in Q4 2024 and has held it in 3 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Freestone Grove Partners held 154,205 shares of Realty Income worth $9.55M as of Q2 2026.
  • Realty Income was a new Freestone Grove Partners position in Q2 2026.
  • Realty Income made up 0.06% of Freestone Grove Partners's portfolio in Q2 2026, its #294 holding.
  • Freestone Grove Partners first reported a position in Realty Income in Q4 2024 and has held it in 3 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.