TI
O icon

Tidal Investments’s Realty Income O Stock Holding History

Tidal Investments’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 		$7.92M Buy
129,447
+17,445
+16% +$1.09M 0.02% 640
2025
Q4 		$6.31M Buy
112,002
+39,849
+55% +$2.31M 0.02% 574
2025
Q3 		$4.37M Buy
72,153
+14,219
+25% +$828K 0.01% 627
2025
Q2 		$3.32M Sell
57,934
-7,831
-12% -$443K 0.02% 555
2025
Q1 		$3.8M Buy
65,765
+21,331
+48% +$1.18M 0.03% 464
2024
Q4 		$2.36M Buy
44,434
+9,337
+27% +$544K 0.02% 634
2024
Q3 		$2.22M Buy
35,097
+9,891
+39% +$589K 0.02% 599
2024
Q2 		$1.33M Sell
25,206
-3,707
-13% -$198K 0.02% 754
2024
Q1 		$1.56M Sell
28,913
-5,107
-15% -$277K 0.03% 653
2023
Q4 		$1.95M Sell
34,020
-4,367
-11% -$229K 0.05% 367
2023
Q3 		$1.92M Buy
38,387
+389
+1% +$22.4K 0.06% 327
2023
Q2 		$2.27M Buy
37,998
+4,204
+12% +$257K 0.07% 284
2023
Q1 		$2.14M Buy
33,794
+320
+1% +$20.7K 0.07% 272
2022
Q4 		$2.12M Buy
33,474
+23,354
+231% +$1.45M 0.08% 267
2022
Q3 		$589K Buy
10,120
+469
+5% +$32.3K 0.02% 516
2022
Q2 		$659K Buy
9,651
+3,389
+54% +$233K 0.02% 506
2022
Q1 		$434K Buy
6,262
+951
+18% +$64.7K 0.01% 708
2021
Q4 		$380K Buy
5,311
+1,287
+32% +$88.5K 0.01% 695
2021
Q3 		$253K Buy
4,024
+570
+17% +$38.5K 0.01% 723
2021
Q2 		$223K Buy
+3,454
New +$227K 0.01% 662

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

Tidal Investments's O Position: Q1 2026 in Review

Tidal Investments increased its Realty Income (O) stake by 16% in Q1 2026, buying an estimated $1.09M and bringing the position to 129,447 shares worth $7.92M. The position accounts for 0.02% of the portfolio, ranked #640.

Tidal Investments first reported a position in O in Q2 2021 and has held it in 20 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Tidal Investments held 129,447 shares of Realty Income worth $7.92M as of Q1 2026.
  • Tidal Investments bought 17,445 Realty Income shares in Q1 2026, an estimated $1.09M.
  • Realty Income made up 0.02% of Tidal Investments's portfolio in Q1 2026, its #640 holding.
  • Tidal Investments first reported a position in Realty Income in Q2 2021 and has held it in 20 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.