RCM
O icon

Raleigh Capital Management’s Realty Income O Stock Holding History

Raleigh Capital 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 		$822K Sell
13,259
-3,061
-19% -$191K 0.26% 98
2026
Q1 		$998K Sell
16,320
-12,918
-44% -$809K 0.34% 83
2025
Q4 		$1.65M Buy
29,238
+1,151
+4% +$66.6K 0.6% 51
2025
Q3 		$1.71M Buy
28,087
+1,034
+4% +$60.2K 0.65% 50
2025
Q2 		$1.56M Buy
27,053
+3,616
+15% +$204K 0.65% 49
2025
Q1 		$1.36M Buy
23,437
+405
+2% +$22.4K 0.62% 53
2024
Q4 		$1.23M Buy
23,032
+77
+0.3% +$4.48K 0.47% 65
2024
Q3 		$1.46M Sell
22,955
-202
-0.9% -$12K 0.56% 57
2024
Q2 		$1.22M Buy
23,157
+6,396
+38% +$342K 0.52% 59
2024
Q1 		$907K Buy
16,761
+3,047
+22% +$165K 0.39% 78
2023
Q4 		$787K Sell
13,714
-456
-3% -$23.9K 0.37% 83
2023
Q3 		$708K Sell
14,170
-31
-0.2% -$1.78K 0.36% 80
2023
Q2 		$849K Sell
14,201
-1,306
-8% -$79.7K 0.42% 78
2023
Q1 		$982K Buy
15,507
+848
+6% +$54.9K 0.49% 66
2022
Q4 		$930K Buy
14,659
+1,089
+8% +$67.6K 0.48% 63
2022
Q3 		$790K Buy
13,570
+3,033
+29% +$209K 0.46% 68
2022
Q2 		$719K Buy
10,537
+2,849
+37% +$196K 0.41% 74
2022
Q1 		$533K Buy
+7,688
New +$523K 0.29% 99

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

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

Raleigh Capital Management reduced its Realty Income (O) stake by 19% in Q2 2026, selling an estimated $191K and leaving 13,259 shares worth $822K. The position accounts for 0.26% of the portfolio, ranked #98.

Raleigh Capital Management first reported a position in O in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.71M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Raleigh Capital Management held 13,259 shares of Realty Income worth $822K as of Q2 2026.
  • Raleigh Capital Management sold 3,061 Realty Income shares in Q2 2026, an estimated $191K.
  • Realty Income made up 0.26% of Raleigh Capital Management's portfolio in Q2 2026, its #98 holding.
  • Raleigh Capital Management first reported a position in Realty Income in Q1 2022 and has held it in 18 quarters since.
  • Raleigh Capital Management's Realty Income position peaked at $1.71M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.