Jain Global’s Realty Income O Stock Holding History

Jain Global’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	–	Sell	-65,767	Closed	-$4.1M	–	1955
2026 Q1	$4.02M	Sell	65,767 -56,260	-46%	-$3.52M	0.02%	534
2025 Q4	$6.88M	Buy	+122,027	New	+$7.06M	0.03%	386

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Jain Global's O Position: Q2 2026 in Review

Jain Global sold out of Realty Income (O) in Q2 2026, closing a stake of 65,767 shares — an estimated $4.1M sold.

Jain Global first reported a position in O in Q4 2025 and held it in 2 quarters. The position peaked at $6.88M in Q4 2025. 1,455 funds tracked by Wall St. Rank hold O as of Q2 2026.

Jain Global reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
Jain Global sold 65,767 Realty Income shares in Q2 2026, an estimated $4.1M.
Jain Global first reported a position in Realty Income in Q4 2025 and held it in 2 quarters.
Jain Global's Realty Income position peaked at $6.88M in Q4 2025.
1,455 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Jain Global's 13F filing for Q2 2026, filed 14 Aug 2026.