RIM
O icon

Redwood Investment Management’s Realty Income O Stock Holding History

Redwood 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 		$893K Buy
+14,413
New +$899K 0.09% 204
2026
Q1 		– Sell
-14,273
Closed -$805K – 323
2025
Q4 		$805K Sell
14,273
-9,836
-41% -$569K 0.09% 211
2025
Q3 		$1.47M Sell
24,109
-7,103
-23% -$414K 0.16% 91
2025
Q2 		$1.8M Sell
31,212
-2,647
-8% -$150K 0.19% 102
2025
Q1 		$1.96M Sell
33,859
-2,021
-6% -$112K 0.21% 80
2024
Q4 		$1.92M Buy
35,880
+4,123
+13% +$240K 0.19% 105
2024
Q3 		$1.99M Sell
31,757
-7,059
-18% -$420K 0.18% 123
2024
Q2 		$2.05M Sell
38,816
-1,588
-4% -$84.8K 0.18% 126
2024
Q1 		$2.19M Buy
+40,404
New +$2.19M 0.21% 118
2023
Q1 		– Sell
-29,022
Closed -$1.84M – 266
2022
Q4 		$1.84M Buy
+29,022
New +$1.8M 0.24% 102
2022
Q1 		– Sell
-22,855
Closed -$1.64M – 336
2021
Q4 		$1.64M Buy
+22,855
New +$1.57M 0.21% 122
2021
Q3 		– Sell
-18,226
Closed -$1.18M – 293
2021
Q2 		$1.18M Buy
+18,226
New +$1.2M 0.19% 175

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 $3.38T AUM 44.17% 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

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

Redwood Investment Management opened a new position in Realty Income (O) in Q2 2026: 14,413 shares worth $893K. The stake represents 0.09% of the portfolio and ranks #204 among its holdings. This is a return to the name: Redwood Investment Management previously reported a position in O as recently as Q4 2025.

Redwood Investment Management first reported a position in O in Q2 2021 and has held it in 12 quarters since. The position peaked at $2.19M in Q1 2024. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Redwood Investment Management held 14,413 shares of Realty Income worth $893K as of Q2 2026.
  • Realty Income was a new Redwood Investment Management position in Q2 2026.
  • Realty Income made up 0.09% of Redwood Investment Management's portfolio in Q2 2026, its #204 holding.
  • Redwood Investment Management first reported a position in Realty Income in Q2 2021 and has held it in 12 quarters since.
  • Redwood Investment Management's Realty Income position peaked at $2.19M in Q1 2024.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.