Ray Dalio’s Realty Income O Stock Holding History

Ray Dalio’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	$779K	Buy	12,739 +7,138	+127%	+$447K	﹤0.01%	825
2025 Q4	$316K	Buy	5,601 +2,062	+58%	+$119K	﹤0.01%	1004
2025 Q3	$215K	Buy	+3,539	New	+$206K	﹤0.01%	999
2025 Q2	–	Sell	-3,687	Closed	-$214K	–	695
2025 Q1	$214K	Buy	+3,687	New	+$204K	﹤0.01%	644
2024 Q1	–	Sell	-188,865	Closed	-$10.8M	–	770
2023 Q4	$10.8M	Buy	+188,865	New	+$9.91M	0.06%	235
2023 Q3	–	Sell	-90,124	Closed	-$5.39M	–	793
2023 Q2	$5.39M	Sell	90,124 -478,217	-84%	-$29.2M	0.03%	293
2023 Q1	$36M	Sell	568,341 -20,436	-3%	-$1.32M	0.22%	90
2022 Q4	$37.3M	Buy	588,777 +155,069	+36%	+$9.63M	0.2%	99
2022 Q3	$25.2M	Buy	433,708 +84,793	+24%	+$5.85M	0.13%	131
2022 Q2	$23.8M	Buy	348,915 +190,711	+121%	+$13.1M	0.1%	174
2022 Q1	$11M	Buy	158,204 +129,025	+442%	+$8.77M	0.04%	284
2021 Q4	$2.09M	Buy	+29,179	New	+$2.01M	0.01%	457
2019 Q3	–	Sell	-8,535	Closed	-$570K	–	376
2019 Q2	$570K	Buy	+8,535	New	+$583K	﹤0.01%	255
2019 Q1	–	Sell	-19,349	Closed	-$1.18M	–	449
2018 Q4	$1.18M	Buy	19,349 +11,879	+159%	+$709K	0.01%	305
2018 Q3	$412K	Sell	7,470 -3,536	-32%	-$195K	﹤0.01%	297
2018 Q2	$574K	Sell	11,006 -5,049	-31%	-$256K	0.01%	308
2018 Q1	$805K	Buy	+16,055	New	+$800K	0.01%	309
2014 Q4	–	Sell	-10,271	Closed	-$406K	–	396
2014 Q3	$406K	Buy	+10,271	New	+$438K	﹤0.01%	302
2014 Q2	–	Sell	-18,734	Closed	-$742K	–	356
2014 Q1	$742K	Buy	+18,734	New	+$743K	0.01%	258
2013 Q3	–	Sell	-17,957	Closed	-$729K	–	380
2013 Q2	$729K	Buy	+17,957	New	+$830K	0.01%	221

Other funds holding O

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ray Dalio's O Position: Q1 2026 in Review

Ray Dalio increased its Realty Income (O) stake by 127% in Q1 2026, buying an estimated $447K and bringing the position to 12,739 shares worth $779K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Ray Dalio first reported a position in O in Q2 2013 and has held it in 20 quarters since. The position peaked at $37.3M in Q4 2022. 1,439 funds tracked by Wall St. Rank hold O as of Q1 2026.

Ray Dalio held 12,739 shares of Realty Income worth $779K as of Q1 2026.
Ray Dalio bought 7,138 Realty Income shares in Q1 2026, an estimated $447K.
Realty Income made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #825 holding.
Ray Dalio first reported a position in Realty Income in Q2 2013 and has held it in 20 quarters since.
Ray Dalio's Realty Income position peaked at $37.3M in Q4 2022.
1,439 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.