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
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 $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 $34.1B AUM 20.22% 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

Ritholtz Wealth Management's O Position: Q1 2026 in Review

Ritholtz Wealth Management opened a new position in Realty Income (O) in Q1 2026: 13,338 shares worth $816K. The stake represents 0.01% of the portfolio and ranks #614 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in O as recently as Q3 2022.

Ritholtz Wealth Management first reported a position in O in Q3 2022 and has held it in 2 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Ritholtz Wealth Management held 13,338 shares of Realty Income worth $816K as of Q1 2026.
  • Realty Income was a new Ritholtz Wealth Management position in Q1 2026.
  • Realty Income made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #614 holding.
  • Ritholtz Wealth Management first reported a position in Realty Income in Q3 2022 and has held it in 2 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.