LOIM
O icon

Liberty One Investment Management’s Realty Income O Stock Holding History

Liberty One 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 		$6.01M Buy
97,015
+6,002
+7% +$374K 0.6% 49
2026
Q1 		$5.57M Buy
91,013
+21,811
+32% +$1.37M 0.57% 49
2025
Q4 		$3.9M Sell
69,202
-46,663
-40% -$2.7M 0.5% 55
2025
Q3 		$7.04M Buy
115,865
+26,441
+30% +$1.54M 0.4% 48
2025
Q2 		$5.15M Buy
89,424
+3,248
+4% +$184K 0.52% 49
2025
Q1 		$5M Buy
86,176
+8,683
+11% +$481K 0.51% 49
2024
Q4 		$4.14M Buy
77,493
+6,130
+9% +$357K 0.45% 60
2024
Q3 		$4.53M Buy
71,363
+3,871
+6% +$230K 0.46% 51
2024
Q2 		$3.56M Buy
67,492
+14,506
+27% +$775K 0.4% 63
2024
Q1 		$2.87M Buy
52,986
+4,848
+10% +$263K 0.32% 66
2023
Q4 		$2.76M Buy
48,138
+3,930
+9% +$206K 0.34% 60
2023
Q3 		$2.21M Buy
44,208
+3,462
+8% +$199K 0.32% 60
2023
Q2 		$2.44M Buy
40,746
+2,610
+7% +$159K 0.32% 60
2023
Q1 		$2.41M Buy
38,136
+3,412
+10% +$221K 0.33% 54
2022
Q4 		$2.2M Buy
34,724
+2,152
+7% +$134K 0.32% 60
2022
Q3 		$1.9M Buy
32,572
+5,731
+21% +$395K 0.31% 55
2022
Q2 		$1.79M Sell
26,841
-5,109
-16% -$351K 0.3% 55
2022
Q1 		$2.21M Buy
31,950
+1,969
+7% +$134K 0.34% 53
2021
Q4 		$2.15M Buy
29,981
+1,147
+4% +$78.9K 0.32% 52
2021
Q3 		$1.81M Buy
28,834
+1,134
+4% +$76.6K 0.31% 52
2021
Q2 		$1.79M Buy
27,700
+1,635
+6% +$107K 0.3% 55
2021
Q1 		$1.6M Buy
26,065
+2,731
+12% +$162K 0.29% 57
2020
Q4 		$1.41M Buy
23,334
+1,753
+8% +$104K 0.26% 58
2020
Q3 		$1.27M Buy
21,581
+878
+4% +$51.9K 0.26% 53
2020
Q2 		$1.19M Buy
20,703
+909
+5% +$48.4K 0.27% 51
2020
Q1 		$956K Buy
19,794
+57
+0.3% +$3.97K 0.25% 58
2019
Q4 		$1.41M Buy
+19,737
New +$1.47M 0.3% 41

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

Liberty One Investment Management's O Position: Q2 2026 in Review

Liberty One Investment Management increased its Realty Income (O) stake by 6.6% in Q2 2026, buying an estimated $374K and bringing the position to 97,015 shares worth $6.01M. The position accounts for 0.6% of the portfolio, ranked #49.

Liberty One Investment Management first reported a position in O in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.04M in Q3 2025. 1,461 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Liberty One Investment Management held 97,015 shares of Realty Income worth $6.01M as of Q2 2026.
  • Liberty One Investment Management bought 6,002 Realty Income shares in Q2 2026, an estimated $374K.
  • Realty Income made up 0.6% of Liberty One Investment Management's portfolio in Q2 2026, its #49 holding.
  • Liberty One Investment Management first reported a position in Realty Income in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's Realty Income position peaked at $7.04M in Q3 2025.
  • 1,461 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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