NIM
O icon

NEOS Investment Management’s Realty Income O Stock Holding History

NEOS 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 		$21M Buy
338,166
+39,397
+13% +$2.46M 0.08% 179
2026
Q1 		$18.3M Buy
298,769
+77,427
+35% +$4.85M 0.09% 167
2025
Q4 		$12.5M Buy
221,342
+51,503
+30% +$2.98M 0.07% 198
2025
Q3 		$10.3M Buy
169,839
+71,646
+73% +$4.17M 0.08% 200
2025
Q2 		$5.63M Buy
98,193
+33,824
+53% +$1.91M 0.07% 225
2025
Q1 		$3.72M Buy
64,369
+27,643
+75% +$1.53M 0.07% 237
2024
Q4 		$1.95M Buy
36,726
+8,708
+31% +$507K 0.05% 301
2024
Q3 		$1.77M Buy
28,018
+5,684
+25% +$338K 0.05% 283
2024
Q2 		$1.17M Buy
22,334
+6,972
+45% +$372K 0.05% 300
2024
Q1 		$831K Buy
15,362
+6,391
+71% +$346K 0.05% 296
2023
Q4 		$515K Buy
8,971
+2,981
+50% +$156K 0.05% 282
2023
Q3 		$299K Buy
+5,990
New +$344K 0.04% 280

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

NEOS Investment Management's O Position: Q2 2026 in Review

NEOS Investment Management increased its Realty Income (O) stake by 13% in Q2 2026, buying an estimated $2.46M and bringing the position to 338,166 shares worth $21M. The position accounts for 0.08% of the portfolio, ranked #179.

NEOS Investment Management first reported a position in O in Q3 2023 and has held it in 12 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • NEOS Investment Management held 338,166 shares of Realty Income worth $21M as of Q2 2026.
  • NEOS Investment Management bought 39,397 Realty Income shares in Q2 2026, an estimated $2.46M.
  • Realty Income made up 0.08% of NEOS Investment Management's portfolio in Q2 2026, its #179 holding.
  • NEOS Investment Management first reported a position in Realty Income in Q3 2023 and has held it in 12 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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