LDR Capital Management’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$539K Sell
8,701
-20,584
-70% -$1.28M 0.62% 37
2026
Q1
$1.79M Hold
29,285
2.41% 16
2025
Q4
$1.65M Buy
29,285
+15,825
+118% +$916K 2.29% 17
2025
Q3
$818K Buy
+13,460
New +$784K 1.2% 26

Other funds holding O

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

LDR Capital Management reduced its Realty Income (O) stake by 70% in Q2 2026, selling an estimated $1.28M and leaving 8,701 shares worth $539K. The position accounts for 0.62% of the portfolio, ranked #37.

LDR Capital Management first reported a position in O in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.79M in Q1 2026. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • LDR Capital Management held 8,701 shares of Realty Income worth $539K as of Q2 2026.
  • LDR Capital Management sold 20,584 Realty Income shares in Q2 2026, an estimated $1.28M.
  • Realty Income made up 0.62% of LDR Capital Management's portfolio in Q2 2026, its #37 holding.
  • LDR Capital Management first reported a position in Realty Income in Q3 2025 and has held it in 4 quarters since.
  • LDR Capital Management's Realty Income position peaked at $1.79M in Q1 2026.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on LDR Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.