O β€” REALTY INCOME CORP COM

Ownership history in RENAISSANCE TECHNOLOGIES LLC  Β·  60 quarters on record

This page tracks every 13F SEC filing in which RENAISSANCE TECHNOLOGIES LLC reported a position in REALTY INCOME CORP COM (O). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.13% (2013 Q3)
πŸ“Š Avg. % of fund
0.02%
πŸ“… First filed
2001 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
60

Position Intelligence

RENAISSANCE TECHNOLOGIES LLC Γ— O AI Analytics

πŸ“ˆ RENAISSANCE TECHNOLOGIES LLC outperformed the S&P 500 by +2.7% annually on this O position. Timing score: 46% (26/57 decisions correct). Average cost basis: $27.47. Maximum drawdown during holding period: –25.2%.

πŸ“ˆ Position Alpha vs SPY
+2.7%
annualised excess return

βœ… Outperformed SPY on this position by 2.7% ann.
58 quarters analyzed

⏱️ Timing Score
46%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
26 of 57 add/trim decisions correct

πŸ’° Entry Quality
$27.47
+115.4% vs current ($59.16)

Best entry: $3.83 (2001 Q3)  Β·  Worst: $58.37 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–25.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
49%
buy-side decisions

29 adds Β· 30 trims. Bought during 10 of 20 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.01% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    O price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 144,744 -91,400 -38.7% 0.01% $8.8M $59.16
2025 Q2 REDUCED 236,144 -479,200 -67.0% 0.02% $13.6M $55.29
2024 Q4 ADDED 715,344 +127,300 +21.6% 0.06% $38.2M $49.81
2024 Q3 ADDED 588,044 +201,419 +52.1% 0.06% $37.3M $58.37
2023 Q2 ADDED 386,625 +377,625 +4195.8% 0.03% $23.1M $51.49
2022 Q4 REDUCED 9,000 -15,900 -63.9% 0.00% $571K $53.30
2022 Q2 REDUCED 24,900 -41,425 -62.5% 0.00% $1.7M $56.05
2021 Q4 REDUCED 66,325 -227,944 -77.5% 0.01% $4.7M $57.54
2021 Q1 ADDED 294,269 +264,700 +895.2% 0.02% $18.7M $47.96
2020 Q4 REDUCED 29,569 -199,500 -87.1% 0.00% $1.8M $46.42
50 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding O

As of 2025 Q4 β€” sorted by position size

AEW CAPITAL MANAGEMENT L P 3Y 7Y 7.63% RUSH ISLAND MANAGEMENT, LP 3Y 7Y 7.06% Adelante Capital Management LLC 3Y 7Y 4.6% APG Asset Management US Inc. 3Y 7Y 3.91% Windle Wealth, LLC 3Y 3.24% GSI Capital Advisors LLC 3Y 7Y 2.89% Dupree Financial Group, LLC 2.57% Callodine Capital Management, LP 3Y 7Y 2.54% Wealth Analytics Partners, LLC 2.48% Loudon Investment Management, LLC 3Y 7Y 2.45%
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