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Guggenheim Capital’s Realty Income O Stock Holding History

Guggenheim Capital’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
2013
Q3 		– Sell
-36,120
Closed -$1.47M – 3150
2013
Q2 		$1.47M Buy
+36,120
New +$1.67M 0.01% 1741

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Guggenheim Capital's O Position: Q1 2026 in Review

Guggenheim Capital increased its Realty Income (O) stake by 13% in Q1 2026, buying an estimated $1.14M and bringing the position to 157,335 shares worth $9.63M. The position accounts for 0.07% of the portfolio, ranked #276.

Guggenheim Capital first reported a position in O in Q2 2013 and has held it in 52 quarters since. The position peaked at $37.7M in Q4 2015. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Guggenheim Capital held 157,335 shares of Realty Income worth $9.63M as of Q1 2026.
  • Guggenheim Capital bought 18,249 Realty Income shares in Q1 2026, an estimated $1.14M.
  • Realty Income made up 0.07% of Guggenheim Capital's portfolio in Q1 2026, its #276 holding.
  • Guggenheim Capital first reported a position in Realty Income in Q2 2013 and has held it in 52 quarters since.
  • Guggenheim Capital's Realty Income position peaked at $37.7M in Q4 2015.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.