Raymond James Financial
O icon

Raymond James Financial’s Realty Income O Stock Holding History

Raymond James Financial’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 		$740M Buy
12,089,403
+114,832
+1% +$7.19M 0.23% 79
2025
Q4 		$675M Sell
11,974,571
-212,372
-2% -$12.3M 0.21% 87
2025
Q3 		$741M Buy
12,186,943
+175,102
+1% +$10.2M 0.24% 74
2025
Q2 		$692M Buy
12,011,841
+654,958
+6% +$37M 0.24% 76
2025
Q1 		$659M Buy
11,356,883
+992,303
+10% +$54.9M 0.25% 72
2024
Q4 		$554M Buy
+10,364,580
New +$604M 0.2% 86

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 $37.4B AUM 35.42% 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

Raymond James Financial's O Position: Q1 2026 in Review

Raymond James Financial increased its Realty Income (O) stake by 0.96% in Q1 2026, buying an estimated $7.19M and bringing the position to 12,089,403 shares worth $740M. The position accounts for 0.23% of the portfolio, ranked #79.

Raymond James Financial first reported a position in O in Q4 2024 and has held it in 6 quarters since. The position peaked at $741M in Q3 2025. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Raymond James Financial held 12,089,403 shares of Realty Income worth $740M as of Q1 2026.
  • Raymond James Financial bought 114,832 Realty Income shares in Q1 2026, an estimated $7.19M.
  • Realty Income made up 0.23% of Raymond James Financial's portfolio in Q1 2026, its #79 holding.
  • Raymond James Financial first reported a position in Realty Income in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Realty Income position peaked at $741M in Q3 2025.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.