NorthStar Asset Management (New Jersey)’s Realty Income O Stock Holding History

NorthStar Asset Management (New Jersey)’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	$439K	Buy	7,090 +396	+6%	+$24.7K	0.18%	65
2026 Q1	$410K	Sell	6,694 -315	-4%	-$19.7K	0.2%	66
2025 Q4	$395K	Hold	7,009	–	–	0.18%	75
2025 Q3	$426K	Buy	7,009 +271	+4%	+$15.8K	0.2%	66
2025 Q2	$388K	Buy	6,738 +662	+11%	+$37.4K	0.2%	63
2025 Q1	$352K	Buy	6,076 +603	+11%	+$33.4K	0.22%	62
2024 Q4	$292K	Buy	5,473 +413	+8%	+$24.1K	0.19%	66
2024 Q3	$321K	Sell	5,060 -461	-8%	-$27.4K	0.21%	61
2024 Q2	$292K	Buy	+5,521	New	+$295K	0.2%	62

Other funds holding O

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NorthStar Asset Management (New Jersey)'s O Position: Q2 2026 in Review

NorthStar Asset Management (New Jersey) increased its Realty Income (O) stake by 5.9% in Q2 2026, buying an estimated $24.7K and bringing the position to 7,090 shares worth $439K. The position accounts for 0.18% of the portfolio, ranked #65.

NorthStar Asset Management (New Jersey) first reported a position in O in Q2 2024 and has held it in 9 quarters since. 1,460 funds tracked by Wall St. Rank hold O as of Q2 2026.

NorthStar Asset Management (New Jersey) held 7,090 shares of Realty Income worth $439K as of Q2 2026.
NorthStar Asset Management (New Jersey) bought 396 Realty Income shares in Q2 2026, an estimated $24.7K.
Realty Income made up 0.18% of NorthStar Asset Management (New Jersey)'s portfolio in Q2 2026, its #65 holding.
NorthStar Asset Management (New Jersey) first reported a position in Realty Income in Q2 2024 and has held it in 9 quarters since.
1,460 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q2 2026, filed 5 Aug 2026.