LIM
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Loudon Investment Management’s Realty Income O Stock Holding History

Loudon 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
Q1 		$5.13M Buy
83,850
+800
+1% +$50.1K 2.76% 10
2025
Q4 		$4.68M Buy
83,050
+56,195
+209% +$3.25M 2.45% 13
2025
Q3 		$1.63M Buy
26,855
+685
+3% +$39.9K 0.86% 35
2025
Q2 		$1.51M Buy
26,170
+10
+0% +$565 0.83% 37
2025
Q1 		$1.52M Buy
26,160
+4,180
+19% +$231K 0.87% 35
2024
Q4 		$1.17M Buy
21,980
+7,110
+48% +$414K 0.67% 42
2024
Q3 		$943K Buy
14,870
+700
+5% +$41.7K 0.52% 47
2024
Q2 		$748K Buy
14,170
+500
+4% +$26.7K 0.44% 50
2024
Q1 		$740K Buy
13,670
+400
+3% +$21.7K 0.42% 52
2023
Q4 		$762K Buy
13,270
+5,590
+73% +$293K 0.47% 52
2023
Q3 		$384K Sell
7,680
-375
-5% -$21.6K 0.26% 74
2023
Q2 		$482K Sell
8,055
-1,550
-16% -$94.6K 0.32% 67
2023
Q1 		$608K Hold
9,605
– – 0.42% 63
2022
Q4 		$609K Buy
9,605
+309
+3% +$19.2K 0.44% 61
2022
Q3 		$541K Sell
9,296
-1,600
-15% -$110K 0.43% 61
2022
Q2 		$744K Hold
10,896
– – 0.56% 53
2022
Q1 		$755K Sell
10,896
-30
-0.3% -$2.04K 0.5% 53
2021
Q4 		$782K Sell
10,926
-45
-0.4% -$3.09K 0.5% 54
2021
Q3 		$690K Buy
10,971
+3,085
+39% +$208K 0.49% 56
2021
Q2 		$510K Buy
+7,886
New +$518K 0.35% 59

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

Loudon Investment Management's O Position: Q1 2026 in Review

Loudon Investment Management increased its Realty Income (O) stake by 0.96% in Q1 2026, buying an estimated $50.1K and bringing the position to 83,850 shares worth $5.13M. The position accounts for 2.76% of the portfolio, ranked #10.

Loudon Investment Management first reported a position in O in Q2 2021 and has held it in 20 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Loudon Investment Management held 83,850 shares of Realty Income worth $5.13M as of Q1 2026.
  • Loudon Investment Management bought 800 Realty Income shares in Q1 2026, an estimated $50.1K.
  • Realty Income made up 2.76% of Loudon Investment Management's portfolio in Q1 2026, its #10 holding.
  • Loudon Investment Management first reported a position in Realty Income in Q2 2021 and has held it in 20 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Loudon Investment Management's 13F filing for Q1 2026, filed 11 May 2026.