Virtus Investment Advisers’s Realty Income O Stock Holding History

Virtus Investment Advisers’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	$200K	Buy	3,223 +129	+4%	+$8.04K	0.05%	402
2026 Q1	$189K	Buy	3,094 +225	+8%	+$14.1K	0.05%	399
2025 Q4	$162K	Buy	+2,869	New	+$166K	0.04%	430
2018 Q1	–	Sell	-5,776	Closed	-$319K	–	318
2017 Q4	$319K	Sell	5,776 -302	-5%	-$16.4K	0.03%	345
2017 Q3	$337K	Sell	6,078 -746	-11%	-$41.4K	0.04%	352
2017 Q2	$365K	Buy	+6,824	New	+$378K	0.04%	359
2016 Q4	–	Sell	-45,853	Closed	-$2.97M	–	514
2016 Q3	$2.97M	Buy	+45,853	New	+$3.03M	0.19%	171

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Virtus Investment Advisers's O Position: Q2 2026 in Review

Virtus Investment Advisers increased its Realty Income (O) stake by 4.2% in Q2 2026, buying an estimated $8.04K and bringing the position to 3,223 shares worth $200K. The position accounts for 0.05% of the portfolio, ranked #402.

Virtus Investment Advisers first reported a position in O in Q3 2016 and has held it in 7 quarters since. The position peaked at $2.97M in Q3 2016. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Virtus Investment Advisers held 3,223 shares of Realty Income worth $200K as of Q2 2026.
Virtus Investment Advisers bought 129 Realty Income shares in Q2 2026, an estimated $8.04K.
Realty Income made up 0.05% of Virtus Investment Advisers's portfolio in Q2 2026, its #402 holding.
Virtus Investment Advisers first reported a position in Realty Income in Q3 2016 and has held it in 7 quarters since.
Virtus Investment Advisers's Realty Income position peaked at $2.97M in Q3 2016.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.