PDL
O icon

Portfolio Design Labs’s Realty Income O Stock Holding History

Portfolio Design Labs’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 		$234K Buy
3,784
+2
+0.1% +$125 0.04% 216
2026
Q1 		$231K Buy
+3,782
New +$237K 0.04% 203
2024
Q1 		– Sell
-38,798
Closed -$2.23M – 137
2023
Q4 		$2.23M Buy
+38,798
New +$2.04M 0.84% 39

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

Portfolio Design Labs's O Position: Q2 2026 in Review

Portfolio Design Labs increased its Realty Income (O) stake by 0.05% in Q2 2026, buying an estimated $125 and bringing the position to 3,784 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #216.

Portfolio Design Labs first reported a position in O in Q4 2023 and has held it in 3 quarters since. The position peaked at $2.23M in Q4 2023. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Portfolio Design Labs held 3,784 shares of Realty Income worth $234K as of Q2 2026.
  • Portfolio Design Labs bought 2 Realty Income shares in Q2 2026, an estimated $125.
  • Realty Income made up 0.04% of Portfolio Design Labs's portfolio in Q2 2026, its #216 holding.
  • Portfolio Design Labs first reported a position in Realty Income in Q4 2023 and has held it in 3 quarters since.
  • Portfolio Design Labs's Realty Income position peaked at $2.23M in Q4 2023.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.