PIM
O icon

Plato Investment Management’s Realty Income O Stock Holding History

Plato 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 		$794K Buy
12,965
+10,261
+379% +$642K 0.05% 291
2025
Q4 		$153K Hold
2,704
– – 0.01% 402
2025
Q3 		$163K Hold
2,704
– – 0.01% 402
2025
Q2 		$155K Hold
2,704
– – 0.01% 410
2025
Q1 		$159K Hold
2,704
– – 0.01% 401
2024
Q4 		$145K Hold
2,704
– – 0.01% 431
2024
Q3 		$171K Buy
2,704
+2,359
+684% +$140K 0.01% 394
2024
Q2 		$18.2K Hold
345
– – ﹤0.01% 434
2024
Q1 		$18.7K Buy
+345
New +$18.7K ﹤0.01% 414

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Plato Investment Management increased its Realty Income (O) stake by 379% in Q1 2026, buying an estimated $642K and bringing the position to 12,965 shares worth $794K. The position accounts for 0.05% of the portfolio, ranked #291.

Plato Investment Management first reported a position in O in Q1 2024 and has held it in 9 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Plato Investment Management held 12,965 shares of Realty Income worth $794K as of Q1 2026.
  • Plato Investment Management bought 10,261 Realty Income shares in Q1 2026, an estimated $642K.
  • Realty Income made up 0.05% of Plato Investment Management's portfolio in Q1 2026, its #291 holding.
  • Plato Investment Management first reported a position in Realty Income in Q1 2024 and has held it in 9 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.