Tortuga Wealth Management
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
Q3 		$312K Buy
5,735
+461
+9% +$28.4K 0.22% 99
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Tortuga Wealth Management's O Position: Q3 2026 in Review

Tortuga Wealth Management increased its Realty Income (O) stake by 8.7% in Q3 2026, buying an estimated $28.4K and bringing the position to 5,735 shares worth $312K. The position accounts for 0.22% of the portfolio, ranked #99.

Tortuga Wealth Management first reported a position in O in Q4 2025 and has held it in 4 quarters since. The position peaked at $327K in Q2 2026. 972 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Tortuga Wealth Management held 5,735 shares of Realty Income worth $312K as of Q3 2026.
  • Tortuga Wealth Management bought 461 Realty Income shares in Q3 2026, an estimated $28.4K.
  • Realty Income made up 0.22% of Tortuga Wealth Management's portfolio in Q3 2026, its #99 holding.
  • Tortuga Wealth Management first reported a position in Realty Income in Q4 2025 and has held it in 4 quarters since.
  • Tortuga Wealth Management's Realty Income position peaked at $327K in Q2 2026.
  • 972 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Tortuga Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.