Marco Investment Management’s Realty Income O Stock Holding History

Marco 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	$3.66M	Sell	59,883 -1,570	-3%	-$98.3K	0.28%	73
2025 Q4	$3.46M	Sell	61,453 -1,150	-2%	-$66.6K	0.26%	73
2025 Q3	$3.81M	Sell	62,603 -148	-0.2%	-$8.62K	0.29%	71
2025 Q2	$3.62M	Buy	62,751 +401	+0.6%	+$22.7K	0.3%	70
2025 Q1	$3.62M	Sell	62,350 -2,873	-4%	-$159K	0.34%	65
2024 Q4	$3.48M	Buy	65,223 +3,102	+5%	+$181K	0.3%	71
2024 Q3	$3.94M	Buy	62,121 +851	+1%	+$50.6K	0.34%	67
2024 Q2	$3.24M	Sell	61,270 -1,020	-2%	-$54.5K	0.3%	69
2024 Q1	$3.37M	Buy	62,290 +152	+0.2%	+$8.23K	0.32%	70
2023 Q4	$3.57M	Buy	62,138 +919	+2%	+$48.2K	0.37%	66
2023 Q3	$3.06M	Sell	61,219 -1,803	-3%	-$104K	0.35%	64
2023 Q2	$3.77M	Sell	63,022 -437	-0.7%	-$26.7K	0.41%	60
2023 Q1	$4.02M	Buy	63,459 +1,540	+2%	+$99.8K	0.45%	57
2022 Q4	$3.93M	Buy	61,919 +1,818	+3%	+$113K	0.46%	58
2022 Q3	$3.5M	Buy	60,101 +278	+0.5%	+$19.2K	0.44%	61
2022 Q2	$4.08M	Buy	59,823 +3,046	+5%	+$209K	0.48%	59
2022 Q1	$3.94M	Buy	56,777 +4,401	+8%	+$299K	0.4%	69
2021 Q4	$3.75M	Sell	52,376 -1,553	-3%	-$107K	0.37%	69
2021 Q3	$3.39M	Buy	53,929 +852	+2%	+$57.5K	0.37%	71
2021 Q2	$3.43M	Buy	53,077 +3,273	+7%	+$215K	0.4%	64
2021 Q1	$3.06M	Buy	49,804 +1,250	+3%	+$74K	0.4%	62
2020 Q4	$2.92M	Buy	48,554 +1,713	+4%	+$101K	0.42%	58
2020 Q3	$2.76M	Sell	46,841 -1,696	-3%	-$100K	0.45%	54
2020 Q2	$2.8M	Sell	48,537 -610	-1%	-$32.5K	0.51%	53
2020 Q1	$2.37M	Sell	49,147 -2,339	-5%	-$163K	0.5%	50
2019 Q4	$3.67M	Buy	51,486 +179	+0.3%	+$13.3K	0.57%	51
2019 Q3	$3.81M	Buy	51,307 +1,964	+4%	+$138K	0.65%	47
2019 Q2	$3.3M	Sell	49,343 -5,757	-10%	-$393K	0.59%	50
2019 Q1	$3.93M	Sell	55,100 -1,943	-3%	-$129K	0.73%	44
2018 Q4	$3.48M	Sell	57,043 -1,367	-2%	-$81.6K	0.69%	44
2018 Q3	$3.22M	Buy	58,410 +1,040	+2%	+$57.3K	0.46%	59
2018 Q2	$2.99M	Sell	57,370 -172	-0.3%	-$8.72K	0.46%	60
2018 Q1	$2.88M	Buy	57,542 +1,496	+3%	+$74.6K	0.45%	60
2017 Q4	$3.1M	Buy	56,046 +757	+1%	+$41.1K	0.47%	62
2017 Q3	$3.06M	Sell	55,289 -7,473	-12%	-$415K	0.48%	61
2017 Q2	$3.36M	Buy	62,762 +1,589	+3%	+$87.9K	0.55%	59
2017 Q1	$3.53M	Buy	61,173 +10,737	+21%	+$622K	0.6%	52
2016 Q4	$2.81M	Buy	50,436 +13,782	+38%	+$773K	0.49%	64
2016 Q3	$2.38M	Buy	36,654 +1,037	+3%	+$68.5K	0.43%	70
2016 Q2	$2.39M	Sell	35,617 -254	-0.7%	-$15.4K	0.45%	68
2016 Q1	$2.17K	Sell	35,871 -203	-0.6%	-$11.3K	0.31%	73
2015 Q4	$1.8M	Sell	36,074 -510	-1%	-$24.4K	0.34%	87
2015 Q3	$1.68M	Buy	36,584 +428	+1%	+$19.3K	0.33%	90
2015 Q2	$1.55M	Buy	36,156 +4,239	+13%	+$194K	0.26%	95
2015 Q1	$1.6M	Buy	31,917 +1,040	+3%	+$52K	0.28%	89
2014 Q4	$1.73M	Buy	30,877 +213	+0.7%	+$9.44K	0.22%	87
2014 Q3	$1.21M	Buy	30,664 +1,142	+4%	+$48.7K	0.17%	93
2014 Q2	$1.27M	Buy	29,522 +4,080	+16%	+$171K	0.24%	90
2014 Q1	$1.01M	Buy	25,442 +5,266	+26%	+$209K	0.21%	95
2013 Q4	$730	Buy	+20,176	New	+$775K	0.04%	102

Other funds holding O

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Marco Investment Management reduced its Realty Income (O) stake by 2.6% in Q1 2026, selling an estimated $98.3K and leaving 59,883 shares worth $3.66M. The position accounts for 0.28% of the portfolio, ranked #73.

Marco Investment Management first reported a position in O in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.08M in Q2 2022. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

Marco Investment Management held 59,883 shares of Realty Income worth $3.66M as of Q1 2026.
Marco Investment Management sold 1,570 Realty Income shares in Q1 2026, an estimated $98.3K.
Realty Income made up 0.28% of Marco Investment Management's portfolio in Q1 2026, its #73 holding.
Marco Investment Management first reported a position in Realty Income in Q4 2013 and has held it in 50 quarters since.
Marco Investment Management's Realty Income position peaked at $4.08M in Q2 2022.
1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.