Rakuten Investment Management’s Realty Income O Stock Holding History

Rakuten 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	$9.61M	Buy	152,517 +15,993	+12%	+$997K	0.03%	199
2026 Q1	$8.35M	Buy	136,524 +15,748	+13%	+$986K	0.02%	188
2025 Q4	$6.86M	Buy	120,776 +11,238	+10%	+$651K	0.02%	225
2025 Q3	$12.5M	Buy	+109,538	New	+$6.38M	0.04%	113
2025 Q1	$4.53M	Buy	+79,995	New	+$4.43M	0.02%	227
2024 Q3	$3.1M	Buy	49,344 +12,401	+34%	+$738K	0.02%	166
2024 Q2	$1.94M	Buy	36,943 +14,579	+65%	+$779K	0.01%	190
2024 Q1	$1.21M	Buy	22,364 +20,585	+1,157%	+$1.11M	0.01%	194
2023 Q4	$104K	Buy	+1,779	New	+$93.4K	﹤0.01%	177

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Rakuten Investment Management increased its Realty Income (O) stake by 12% in Q2 2026, buying an estimated $997K and bringing the position to 152,517 shares worth $9.61M. The position accounts for 0.03% of the portfolio, ranked #199.

Rakuten Investment Management first reported a position in O in Q4 2023 and has held it in 9 quarters since. The position peaked at $12.5M in Q3 2025. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

Rakuten Investment Management held 152,517 shares of Realty Income worth $9.61M as of Q2 2026.
Rakuten Investment Management bought 15,993 Realty Income shares in Q2 2026, an estimated $997K.
Realty Income made up 0.03% of Rakuten Investment Management's portfolio in Q2 2026, its #199 holding.
Rakuten Investment Management first reported a position in Realty Income in Q4 2023 and has held it in 9 quarters since.
Rakuten Investment Management's Realty Income position peaked at $12.5M in Q3 2025.
1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.