GIM
O icon

Gold Investment Management’s Realty Income O Stock Holding History

Gold Investment 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 		$3.39M Sell
54,739
-1,476
-3% -$92K 0.92% 41
2026
Q1 		$3.44M Buy
56,215
+943
+2% +$59K 1.07% 35
2025
Q4 		$3.12M Sell
55,272
-1,393
-2% -$80.7K 0.99% 39
2025
Q3 		$3.44M Buy
56,665
+182
+0.3% +$10.6K 1.16% 31
2025
Q2 		$3.26M Sell
56,483
-6,253
-10% -$354K 1.23% 29
2025
Q1 		$3.64M Buy
62,736
+2,528
+4% +$140K 1.54% 18
2024
Q4 		$3.22M Sell
60,208
-191
-0.3% -$11.1K 1.36% 24
2024
Q3 		$3.82M Buy
60,399
+28
+0% +$1.67K 1.6% 18
2024
Q2 		$3.19M Sell
60,371
-2,921
-5% -$156K 1.35% 26
2024
Q1 		$3.42M Buy
63,292
+827
+1% +$44.8K 1.38% 24
2023
Q4 		$3.59M Buy
+62,465
New +$3.28M 1.54% 19

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

Gold Investment Management's O Position: Q2 2026 in Review

Gold Investment Management reduced its Realty Income (O) stake by 2.6% in Q2 2026, selling an estimated $92K and leaving 54,739 shares worth $3.39M. The position accounts for 0.92% of the portfolio, ranked #41.

Gold Investment Management first reported a position in O in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.82M in Q3 2024. 1,461 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Gold Investment Management held 54,739 shares of Realty Income worth $3.39M as of Q2 2026.
  • Gold Investment Management sold 1,476 Realty Income shares in Q2 2026, an estimated $92K.
  • Realty Income made up 0.92% of Gold Investment Management's portfolio in Q2 2026, its #41 holding.
  • Gold Investment Management first reported a position in Realty Income in Q4 2023 and has held it in 11 quarters since.
  • Gold Investment Management's Realty Income position peaked at $3.82M in Q3 2024.
  • 1,461 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.