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&Partners’s Realty Income O Stock Holding History

&Partners’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 		$11.1M Buy
178,789
+24,276
+16% +$1.51M 0.05% 352
2026
Q1 		$8.96M Sell
154,513
-1,612
-1% -$101K 0.04% 362
2025
Q4 		$8.8M Buy
156,125
+48,779
+45% +$2.82M 0.05% 338
2025
Q3 		$6.53M Buy
107,346
+18,735
+21% +$1.09M 0.04% 357
2025
Q2 		$5.11M Buy
88,611
+11,546
+15% +$653K 0.04% 362
2025
Q1 		$4.37M Buy
77,065
+12,451
+19% +$689K 0.05% 323
2024
Q4 		$3.44M Buy
64,614
+17,487
+37% +$1.02M 0.04% 354
2024
Q3 		$2.99M Buy
47,127
+22,698
+93% +$1.35M 0.06% 289
2024
Q2 		$1.29M Buy
24,429
+19,843
+433% +$1.06M 0.06% 287
2024
Q1 		$248K Buy
+4,586
New +$248K 0.03% 413

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

&Partners's O Position: Q2 2026 in Review

&Partners increased its Realty Income (O) stake by 16% in Q2 2026, buying an estimated $1.51M and bringing the position to 178,789 shares worth $11.1M. The position accounts for 0.05% of the portfolio, ranked #352.

&Partners first reported a position in O in Q1 2024 and has held it in 10 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • &Partners held 178,789 shares of Realty Income worth $11.1M as of Q2 2026.
  • &Partners bought 24,276 Realty Income shares in Q2 2026, an estimated $1.51M.
  • Realty Income made up 0.05% of &Partners's portfolio in Q2 2026, its #352 holding.
  • &Partners first reported a position in Realty Income in Q1 2024 and has held it in 10 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.