WFI
O icon

West Family Investments’s Realty Income O Stock Holding History

West Family 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
Q2 		$236K Buy
3,801
+74
+2% +$4.61K 0.07% 399
2026
Q1 		$228K Buy
+3,727
New +$233K 0.08% 223
2025
Q4 		– Sell
-4,819
Closed -$293K – 382
2025
Q3 		$293K Buy
4,819
+136
+3% +$7.92K 0.07% 289
2025
Q2 		$270K Buy
4,683
+942
+25% +$53.3K 0.07% 273
2025
Q1 		$217K Sell
3,741
-2,060
-36% -$114K 0.08% 226
2024
Q4 		$310K Buy
5,801
+1,018
+21% +$59.3K 0.11% 185
2024
Q3 		$303K Buy
4,783
+321
+7% +$19.1K 0.1% 207
2024
Q2 		$236K Sell
4,462
-82
-2% -$4.38K 0.07% 211
2024
Q1 		$246K Buy
+4,544
New +$246K 0.08% 213
2023
Q2 		– Sell
-3,888
Closed -$246K – 258
2023
Q1 		$246K Sell
3,888
-770
-17% -$49.9K 0.1% 157
2022
Q4 		$295K Sell
4,658
-1,201
-20% -$74.6K 0.1% 165
2022
Q3 		$341K Buy
5,859
+901
+18% +$62.1K 0.14% 137
2022
Q2 		$338K Sell
4,958
-1,948
-28% -$134K 0.13% 135
2022
Q1 		$479K Sell
6,906
-338
-5% -$23K 0.14% 120
2021
Q4 		$519K Buy
7,244
+2,700
+59% +$186K 0.14% 118
2021
Q3 		$286K Buy
4,544
+146
+3% +$9.86K 0.07% 222
2021
Q2 		$284K Buy
+4,398
New +$289K 0.08% 240

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

West Family Investments's O Position: Q2 2026 in Review

West Family Investments increased its Realty Income (O) stake by 2% in Q2 2026, buying an estimated $4.61K and bringing the position to 3,801 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #399.

West Family Investments first reported a position in O in Q2 2021 and has held it in 17 quarters since. The position peaked at $519K in Q4 2021. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • West Family Investments held 3,801 shares of Realty Income worth $236K as of Q2 2026.
  • West Family Investments bought 74 Realty Income shares in Q2 2026, an estimated $4.61K.
  • Realty Income made up 0.07% of West Family Investments's portfolio in Q2 2026, its #399 holding.
  • West Family Investments first reported a position in Realty Income in Q2 2021 and has held it in 17 quarters since.
  • West Family Investments's Realty Income position peaked at $519K in Q4 2021.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.