RIM
O icon

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
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
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

Rakuten Investment Management's O Position: Q1 2026 in Review

Rakuten Investment Management increased its Realty Income (O) stake by 13% in Q1 2026, buying an estimated $986K and bringing the position to 136,524 shares worth $8.35M. The position accounts for 0.02% of the portfolio, ranked #188.

Rakuten Investment Management first reported a position in O in Q4 2023 and has held it in 8 quarters since. The position peaked at $12.5M in Q3 2025. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Rakuten Investment Management held 136,524 shares of Realty Income worth $8.35M as of Q1 2026.
  • Rakuten Investment Management bought 15,748 Realty Income shares in Q1 2026, an estimated $986K.
  • Realty Income made up 0.02% of Rakuten Investment Management's portfolio in Q1 2026, its #188 holding.
  • Rakuten Investment Management first reported a position in Realty Income in Q4 2023 and has held it in 8 quarters since.
  • Rakuten Investment Management's Realty Income position peaked at $12.5M in Q3 2025.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.