LP
O icon

LMR Partners’s Realty Income O Stock Holding History

LMR Partners’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
Q1 		$3.7M Buy
60,553
+52,491
+651% +$3.29M 0.01% 720
2025
Q4 		$454K Sell
8,062
-307,076
-97% -$17.8M ﹤0.01% 1137
2025
Q3 		$19.2M Buy
315,138
+308,801
+4,873% +$18M 0.08% 193
2025
Q2 		$365K Buy
6,337
+2,406
+61% +$136K ﹤0.01% 1015
2025
Q1 		$228K Buy
+3,931
New +$218K ﹤0.01% 1039
2019
Q3 		– Sell
-25,101
Closed -$1.68M – 490
2019
Q2 		$1.68M Buy
25,101
+14,050
+127% +$960K 0.06% 155
2019
Q1 		$788K Sell
11,051
-27,194
-71% -$1.8M 0.04% 198
2018
Q4 		$2.34M Buy
+38,245
New +$2.28M 0.11% 98
2017
Q3 		– Sell
-27,160
Closed -$1.45M – 484
2017
Q2 		$1.45M Buy
+27,160
New +$1.5M 0.09% 235
2017
Q1 		– Sell
-27,697
Closed -$1.54M – 450
2016
Q4 		$1.54M Sell
27,697
-5,446
-16% -$306K 0.24% 91
2016
Q3 		$2.15M Buy
33,143
+18,373
+124% +$1.21M 0.2% 101
2016
Q2 		$992K Sell
14,770
-19,386
-57% -$1.18M 0.15% 193
2016
Q1 		$2.07K Buy
+34,156
New +$1.9M 0.23% 73
2015
Q4 		– Sell
-6,785
Closed -$312K – 325
2015
Q3 		$312K Sell
6,785
-14,026
-67% -$633K 0.03% 255
2015
Q2 		$895K Buy
+20,811
New +$952K 0.11% 243

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 $34.1B AUM 20.22% 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

LMR Partners's O Position: Q1 2026 in Review

LMR Partners increased its Realty Income (O) stake by 651% in Q1 2026, buying an estimated $3.29M and bringing the position to 60,553 shares worth $3.7M. The position accounts for 0.01% of the portfolio, ranked #720.

LMR Partners first reported a position in O in Q2 2015 and has held it in 15 quarters since. The position peaked at $19.2M in Q3 2025. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • LMR Partners held 60,553 shares of Realty Income worth $3.7M as of Q1 2026.
  • LMR Partners bought 52,491 Realty Income shares in Q1 2026, an estimated $3.29M.
  • Realty Income made up 0.01% of LMR Partners's portfolio in Q1 2026, its #720 holding.
  • LMR Partners first reported a position in Realty Income in Q2 2015 and has held it in 15 quarters since.
  • LMR Partners's Realty Income position peaked at $19.2M in Q3 2025.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.