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
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 $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

Tortuga Wealth Management's O Position: Q1 2026 in Review

Tortuga Wealth Management increased its Realty Income (O) stake by 24% in Q1 2026, buying an estimated $62.3K and bringing the position to 5,090 shares worth $311K. The position accounts for 0.29% of the portfolio, ranked #75.

Tortuga Wealth Management first reported a position in O in Q4 2025 and has held it in 2 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Tortuga Wealth Management held 5,090 shares of Realty Income worth $311K as of Q1 2026.
  • Tortuga Wealth Management bought 996 Realty Income shares in Q1 2026, an estimated $62.3K.
  • Realty Income made up 0.29% of Tortuga Wealth Management's portfolio in Q1 2026, its #75 holding.
  • Tortuga Wealth Management first reported a position in Realty Income in Q4 2025 and has held it in 2 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.