Polymer Capital Management’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$847K Buy
13,674
+9,601
+236% +$599K 0.11% 205
2026
Q1
$249K Buy
+4,073
New +$255K 0.03% 682
2025
Q4
Sell
-14,622
Closed -$889K 936
2025
Q3
$889K Buy
+14,622
New +$852K 0.09% 217
2025
Q2
Sell
-11,543
Closed -$670K 726
2025
Q1
$670K Buy
11,543
+6,757
+141% +$374K 0.17% 112
2024
Q4
$256K Buy
+4,786
New +$279K 0.07% 195

Other funds holding O

Polymer Capital Management's O Position: Q2 2026 in Review

Polymer Capital Management increased its Realty Income (O) stake by 236% in Q2 2026, buying an estimated $599K and bringing the position to 13,674 shares worth $847K. The position accounts for 0.11% of the portfolio, ranked #205.

Polymer Capital Management first reported a position in O in Q4 2024 and has held it in 5 quarters since. The position peaked at $889K in Q3 2025. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Polymer Capital Management held 13,674 shares of Realty Income worth $847K as of Q2 2026.
  • Polymer Capital Management bought 9,601 Realty Income shares in Q2 2026, an estimated $599K.
  • Realty Income made up 0.11% of Polymer Capital Management's portfolio in Q2 2026, its #205 holding.
  • Polymer Capital Management first reported a position in Realty Income in Q4 2024 and has held it in 5 quarters since.
  • Polymer Capital Management's Realty Income position peaked at $889K in Q3 2025.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.