SL
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Salomon & Ludwin’s Realty Income O Stock Holding History

Salomon & Ludwin’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 		$28.3K Sell
457
-399
-47% -$24.9K ﹤0.01% 892
2026
Q1 		$53.3K Buy
856
+399
+87% +$25K ﹤0.01% 453
2025
Q4 		$26.4K Sell
457
-440
-49% -$25.5K ﹤0.01% 696
2025
Q3 		$54.2K Buy
897
+647
+259% +$37.7K ﹤0.01% 368
2025
Q2 		$14.4K Hold
250
– – ﹤0.01% 436
2025
Q1 		$14.5K Hold
250
– – ﹤0.01% 403
2024
Q4 		$13.4K Sell
250
-4
-2% -$233 ﹤0.01% 413
2024
Q3 		$16.1K Hold
254
– – ﹤0.01% 395
2024
Q2 		$13.4K Hold
254
– – ﹤0.01% 411
2024
Q1 		$13.7K Hold
254
– – ﹤0.01% 513
2023
Q4 		$12.7K Hold
254
– – ﹤0.01% 466
2023
Q3 		$12.7K Buy
+254
New +$14.6K ﹤0.01% 465
2020
Q2 		– Sell
-103
Closed -$5K – 172
2020
Q1 		$5K Hold
103
– – ﹤0.01% 196
2019
Q4 		$7K Hold
103
– – ﹤0.01% 197
2019
Q3 		$8K Hold
103
– – ﹤0.01% 176
2019
Q2 		$7K Buy
+103
New +$7.03K ﹤0.01% 177

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

Salomon & Ludwin's O Position: Q2 2026 in Review

Salomon & Ludwin reduced its Realty Income (O) stake by 47% in Q2 2026, selling an estimated $24.9K and leaving 457 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Salomon & Ludwin first reported a position in O in Q2 2019 and has held it in 16 quarters since. The position peaked at $54.2K in Q3 2025. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Salomon & Ludwin held 457 shares of Realty Income worth $28.3K as of Q2 2026.
  • Salomon & Ludwin sold 399 Realty Income shares in Q2 2026, an estimated $24.9K.
  • Realty Income made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #892 holding.
  • Salomon & Ludwin first reported a position in Realty Income in Q2 2019 and has held it in 16 quarters since.
  • Salomon & Ludwin's Realty Income position peaked at $54.2K in Q3 2025.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.