New York Life Investment Management’s Realty Income O Stock Holding History

New York Life 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	$8.04M	Buy	129,810 +2,058	+2%	+$128K	0.06%	266
2026 Q1	$7.82M	Buy	127,752 +1,654	+1%	+$104K	0.07%	248
2025 Q4	$7.11M	Buy	126,098 +1,950	+2%	+$113K	0.06%	257
2025 Q3	$7.55M	Buy	124,148 +1,288	+1%	+$75K	0.07%	255
2025 Q2	$7.08M	Buy	122,860 +5,715	+5%	+$323K	0.07%	253
2025 Q1	$6.8M	Sell	117,145 -474	-0.4%	-$26.2K	0.07%	255
2024 Q4	$6.28M	Buy	117,619 +1,477	+1%	+$86K	0.06%	274
2024 Q3	$7.37M	Sell	116,142 -4,138	-3%	-$246K	0.07%	249
2024 Q2	$6.35M	Buy	120,280 +5,864	+5%	+$313K	0.06%	269
2024 Q1	$6.19M	Buy	114,416 +10,345	+10%	+$560K	0.06%	279
2023 Q4	$5.98M	Sell	104,071 -36,165	-26%	-$1.9M	0.06%	277
2023 Q3	$7M	Buy	140,236 +1,026	+0.7%	+$59K	0.08%	242
2023 Q2	$8.32M	Sell	139,210 -2,676	-2%	-$163K	0.09%	218
2023 Q1	$8.98M	Buy	141,886 +43,853	+45%	+$2.84M	0.1%	207
2022 Q4	$6.22M	Buy	98,033 +1,519	+2%	+$94.3K	0.07%	274
2022 Q3	$5.62M	Buy	96,514 +2,246	+2%	+$155K	0.07%	285
2022 Q2	$6.44M	Buy	+94,268	New	+$6.48M	0.07%	267

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New York Life Investment Management's O Position: Q2 2026 in Review

New York Life Investment Management increased its Realty Income (O) stake by 1.6% in Q2 2026, buying an estimated $128K and bringing the position to 129,810 shares worth $8.04M. The position accounts for 0.06% of the portfolio, ranked #266.

New York Life Investment Management first reported a position in O in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.98M in Q1 2023. 1,144 funds tracked by Wall St. Rank hold O as of Q2 2026.

New York Life Investment Management held 129,810 shares of Realty Income worth $8.04M as of Q2 2026.
New York Life Investment Management bought 2,058 Realty Income shares in Q2 2026, an estimated $128K.
Realty Income made up 0.06% of New York Life Investment Management's portfolio in Q2 2026, its #266 holding.
New York Life Investment Management first reported a position in Realty Income in Q2 2022 and has held it in 17 quarters since.
New York Life Investment Management's Realty Income position peaked at $8.98M in Q1 2023.
1,144 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.