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O icon

TCW Group’s Realty Income O Stock Holding History

TCW 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 		$941K Buy
15,192
+468
+3% +$29.2K 0.01% 397
2026
Q1 		$901K Buy
14,724
+711
+5% +$44.5K 0.01% 379
2025
Q4 		$790K Buy
+14,013
New +$811K 0.01% 398
2025
Q3 		– Sell
-13,508
Closed -$778K – 323
2025
Q2 		$778K Buy
13,508
+593
+5% +$33.5K 0.01% 318
2025
Q1 		$749K Buy
12,915
+689
+6% +$38.1K 0.01% 318
2024
Q4 		$653K Buy
12,226
+310
+3% +$18.1K 0.01% 323
2024
Q3 		$756K Sell
11,916
-283
-2% -$16.8K 0.01% 316
2024
Q2 		$644K Sell
12,199
-990
-8% -$52.9K 0.01% 327
2024
Q1 		$714K Sell
13,189
-100
-0.8% -$5.42K 0.01% 310
2023
Q4 		$776K Buy
+13,289
New +$698K 0.01% 321
2017
Q1 		– Sell
-19,660
Closed -$1.09M – 547
2016
Q4 		$1.09M Sell
19,660
-51
-0.3% -$2.86K 0.01% 474
2016
Q3 		$1.28M Buy
19,711
+206
+1% +$13.6K 0.01% 430
2016
Q2 		$1.31M Buy
19,505
+1,445
+8% +$87.7K 0.01% 423
2016
Q1 		$1.09M Buy
18,060
+206
+1% +$11.5K 0.01% 458
2015
Q4 		$893K Buy
17,854
+1,239
+7% +$59.2K 0.01% 528
2015
Q3 		$763K Buy
16,615
+206
+1% +$9.3K 0.01% 576
2015
Q2 		$706K Buy
16,409
+6,089
+59% +$278K ﹤0.01% 579
2015
Q1 		$516K Buy
+10,320
New +$516K ﹤0.01% 731
2014
Q1 		– Sell
-294,922
Closed -$10.7M – 772
2013
Q4 		$10.7M Sell
294,922
-104,152
-26% -$4M 0.05% 320
2013
Q3 		$15.4M Buy
+399,074
New +$16.2M 0.07% 234

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

TCW Group's O Position: Q2 2026 in Review

TCW Group increased its Realty Income (O) stake by 3.2% in Q2 2026, buying an estimated $29.2K and bringing the position to 15,192 shares worth $941K. The position accounts for 0.01% of the portfolio, ranked #397.

TCW Group first reported a position in O in Q3 2013 and has held it in 20 quarters since. The position peaked at $15.4M in Q3 2013. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • TCW Group held 15,192 shares of Realty Income worth $941K as of Q2 2026.
  • TCW Group bought 468 Realty Income shares in Q2 2026, an estimated $29.2K.
  • Realty Income made up 0.01% of TCW Group's portfolio in Q2 2026, its #397 holding.
  • TCW Group first reported a position in Realty Income in Q3 2013 and has held it in 20 quarters since.
  • TCW Group's Realty Income position peaked at $15.4M in Q3 2013.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on TCW Group's 13F filing for Q2 2026, filed 3 Aug 2026.