TWM
O icon

Tortuga Wealth Management’s Realty Income O Stock Holding History

Tortuga Wealth 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 		$327K Buy
5,274
+184
+4% +$11.5K 0.25% 99
2026
Q1 		$311K Buy
5,090
+996
+24% +$62.3K 0.29% 75
2025
Q4 		$231K Buy
+4,094
New +$237K 0.24% 82

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

Tortuga Wealth Management's O Position: Q2 2026 in Review

Tortuga Wealth Management increased its Realty Income (O) stake by 3.6% in Q2 2026, buying an estimated $11.5K and bringing the position to 5,274 shares worth $327K. The position accounts for 0.25% of the portfolio, ranked #99.

Tortuga Wealth Management first reported a position in O in Q4 2025 and has held it in 3 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Tortuga Wealth Management held 5,274 shares of Realty Income worth $327K as of Q2 2026.
  • Tortuga Wealth Management bought 184 Realty Income shares in Q2 2026, an estimated $11.5K.
  • Realty Income made up 0.25% of Tortuga Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Tortuga Wealth Management first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Tortuga Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.