RIG
O icon

RiverFront Investment Group’s Realty Income O Stock Holding History

RiverFront Investment Group’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 		$372K Buy
6,001
+400
+7% +$24.9K ﹤0.01% 340
2026
Q1 		$343K Buy
5,601
+20
+0.4% +$1.25K 0.01% 306
2025
Q4 		$315K Buy
+5,581
New +$323K 0.01% 289

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

RiverFront Investment Group's O Position: Q2 2026 in Review

RiverFront Investment Group increased its Realty Income (O) stake by 7.1% in Q2 2026, buying an estimated $24.9K and bringing the position to 6,001 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

RiverFront Investment Group first reported a position in O in Q4 2025 and has held it in 3 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • RiverFront Investment Group held 6,001 shares of Realty Income worth $372K as of Q2 2026.
  • RiverFront Investment Group bought 400 Realty Income shares in Q2 2026, an estimated $24.9K.
  • Realty Income made up ﹤0.01% of RiverFront Investment Group's portfolio in Q2 2026, its #340 holding.
  • RiverFront Investment Group first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.