Ritholtz Wealth Management
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
Q3 		$2.08M Buy
38,381
+12,647
+49% +$780K 0.03% 421
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ritholtz Wealth Management's O Position: Q3 2026 in Review

Ritholtz Wealth Management increased its Realty Income (O) stake by 49% in Q3 2026, buying an estimated $780K and bringing the position to 38,381 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #421.

Ritholtz Wealth Management first reported a position in O in Q3 2022 and has held it in 4 quarters since. 1,082 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Ritholtz Wealth Management held 38,381 shares of Realty Income worth $2.08M as of Q3 2026.
  • Ritholtz Wealth Management bought 12,647 Realty Income shares in Q3 2026, an estimated $780K.
  • Realty Income made up 0.03% of Ritholtz Wealth Management's portfolio in Q3 2026, its #421 holding.
  • Ritholtz Wealth Management first reported a position in Realty Income in Q3 2022 and has held it in 4 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.