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 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 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

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

Redwood Investment Management sold out of Realty Income (O) in Q1 2026, closing a stake of 14,273 shares — an estimated $805K sold.

Redwood Investment Management first reported a position in O in Q2 2021 and held it in 11 quarters. The position peaked at $2.19M in Q1 2024. 1,439 funds tracked by Wall St. Rank hold O as of Q1 2026.

Redwood Investment Management reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
Redwood Investment Management sold 14,273 Realty Income shares in Q1 2026, an estimated $805K.
Redwood Investment Management first reported a position in Realty Income in Q2 2021 and held it in 11 quarters.
Redwood Investment Management's Realty Income position peaked at $2.19M in Q1 2024.
1,439 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.