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
Q2 		$2.39M Buy
38,730
+25,765
+199% +$1.61M 0.14% 160
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 $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 $3.38T AUM 44.17% 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

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

Plato Investment Management increased its Realty Income (O) stake by 199% in Q2 2026, buying an estimated $1.61M and bringing the position to 38,730 shares worth $2.39M. The position accounts for 0.14% of the portfolio, ranked #160.

Plato Investment Management first reported a position in O in Q1 2024 and has held it in 10 quarters since. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Plato Investment Management held 38,730 shares of Realty Income worth $2.39M as of Q2 2026.
  • Plato Investment Management bought 25,765 Realty Income shares in Q2 2026, an estimated $1.61M.
  • Realty Income made up 0.14% of Plato Investment Management's portfolio in Q2 2026, its #160 holding.
  • Plato Investment Management first reported a position in Realty Income in Q1 2024 and has held it in 10 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.