BAM Wealth Management
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
Q3 		$336K Buy
6,191
+1,290
+26% +$79.6K 0.18% 141
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

BAM Wealth Management's O Position: Q3 2026 in Review

BAM Wealth Management increased its Realty Income (O) stake by 26% in Q3 2026, buying an estimated $79.6K and bringing the position to 6,191 shares worth $336K. The position accounts for 0.18% of the portfolio, ranked #141.

BAM Wealth Management first reported a position in O in Q1 2026 and has held it in 3 quarters since. 937 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • BAM Wealth Management held 6,191 shares of Realty Income worth $336K as of Q3 2026.
  • BAM Wealth Management bought 1,290 Realty Income shares in Q3 2026, an estimated $79.6K.
  • Realty Income made up 0.18% of BAM Wealth Management's portfolio in Q3 2026, its #141 holding.
  • BAM Wealth Management first reported a position in Realty Income in Q1 2026 and has held it in 3 quarters since.
  • 937 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.