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
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 $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

Stone House Investment Management's O Position: Q1 2026 in Review

Stone House Investment Management held its Realty Income (O) position steady in Q1 2026 at 16 shares worth $979. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Stone House Investment Management first reported a position in O in Q3 2025 and has held it in 3 quarters since. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Stone House Investment Management held 16 shares of Realty Income worth $979 as of Q1 2026.
  • Stone House Investment Management left its Realty Income share count unchanged in Q1 2026.
  • Realty Income made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #702 holding.
  • Stone House Investment Management first reported a position in Realty Income in Q3 2025 and has held it in 3 quarters since.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.