BWM
O icon

BAM Wealth Management’s Realty Income O Stock Holding History

BAM 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
Q2 		$304K Buy
4,901
+1,199
+32% +$74.8K 0.19% 137
2026
Q1 		$226K Buy
+3,702
New +$232K 0.17% 142

Other funds holding O

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BAM Wealth Management's O Position: Q2 2026 in Review

BAM Wealth Management increased its Realty Income (O) stake by 32% in Q2 2026, buying an estimated $74.8K and bringing the position to 4,901 shares worth $304K. The position accounts for 0.19% of the portfolio, ranked #137.

BAM Wealth Management first reported a position in O in Q1 2026 and has held it in 2 quarters since. 820 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • BAM Wealth Management held 4,901 shares of Realty Income worth $304K as of Q2 2026.
  • BAM Wealth Management bought 1,199 Realty Income shares in Q2 2026, an estimated $74.8K.
  • Realty Income made up 0.19% of BAM Wealth Management's portfolio in Q2 2026, its #137 holding.
  • BAM Wealth Management first reported a position in Realty Income in Q1 2026 and has held it in 2 quarters since.
  • 820 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.