SHIM
O icon

Stone House Investment Management’s Realty Income O Stock Holding History

Stone House Investment 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 		$991 Hold
16
– – ﹤0.01% 876
2026
Q1 		$979 Hold
16
– – ﹤0.01% 702
2025
Q4 		$902 Buy
16
+7
+78% +$405 ﹤0.01% 651
2025
Q3 		$547 Buy
+9
New +$524 ﹤0.01% 641

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 $3.38T AUM 44.17% 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

Stone House Investment Management's O Position: Q2 2026 in Review

Stone House Investment Management held its Realty Income (O) position steady in Q2 2026 at 16 shares worth $991. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Stone House Investment Management first reported a position in O in Q3 2025 and has held it in 4 quarters since. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Stone House Investment Management held 16 shares of Realty Income worth $991 as of Q2 2026.
  • Stone House Investment Management left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #876 holding.
  • Stone House Investment Management first reported a position in Realty Income in Q3 2025 and has held it in 4 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.