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 		– Sell
-2,500
Closed -$141K – 2508
2025
Q4 		$141K Buy
2,500
+800
+47% +$46.3K ﹤0.01% 2031
2025
Q3 		$103K Buy
1,700
+1,683
+9,900% +$98K ﹤0.01% 1990
2025
Q2 		$128 Buy
+17
New +$961 ﹤0.01% 1889

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. 1,437 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.
  • 1,437 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.