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
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 $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

Portfolio Design Labs's O Position: Q1 2026 in Review

Portfolio Design Labs opened a new position in Realty Income (O) in Q1 2026: 3,782 shares worth $231K. The stake represents 0.04% of the portfolio and ranks #203 among its holdings. This is a return to the name: Portfolio Design Labs previously reported a position in O as recently as Q4 2023.

Portfolio Design Labs first reported a position in O in Q4 2023 and has held it in 2 quarters since. The position peaked at $2.23M in Q4 2023. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Portfolio Design Labs held 3,782 shares of Realty Income worth $231K as of Q1 2026.
  • Realty Income was a new Portfolio Design Labs position in Q1 2026.
  • Realty Income made up 0.04% of Portfolio Design Labs's portfolio in Q1 2026, its #203 holding.
  • Portfolio Design Labs first reported a position in Realty Income in Q4 2023 and has held it in 2 quarters since.
  • Portfolio Design Labs's Realty Income position peaked at $2.23M in Q4 2023.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.