RWM
O icon

Ritholtz Wealth Management’s Realty Income O Stock Holding History

Ritholtz Wealth 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 		$1.59M Buy
25,734
+12,396
+93% +$773K 0.02% 482
2026
Q1 		$816K Buy
+13,338
New +$835K 0.01% 614
2022
Q4 		– Sell
-4,071
Closed -$237K – 693
2022
Q3 		$237K Buy
+4,071
New +$281K 0.01% 615

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

Ritholtz Wealth Management's O Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Realty Income (O) stake by 93% in Q2 2026, buying an estimated $773K and bringing the position to 25,734 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #482.

Ritholtz Wealth Management first reported a position in O in Q3 2022 and has held it in 3 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Ritholtz Wealth Management held 25,734 shares of Realty Income worth $1.59M as of Q2 2026.
  • Ritholtz Wealth Management bought 12,396 Realty Income shares in Q2 2026, an estimated $773K.
  • Realty Income made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #482 holding.
  • Ritholtz Wealth Management first reported a position in Realty Income in Q3 2022 and has held it in 3 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.