BFS
O icon

Bare Financial Services’s Realty Income O Stock Holding History

Bare Financial Services’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 		$26.4K Buy
426
+109
+34% +$6.79K 0.01% 178
2026
Q1 		$19.4K Buy
317
+22
+7% +$1.38K 0.01% 136
2025
Q4 		$16.6K Sell
295
-2
-0.7% -$116 ﹤0.01% 144
2025
Q3 		$18.1K Buy
297
+97
+49% +$5.65K 0.01% 132
2025
Q2 		$11.5K Buy
200
+19
+10% +$1.07K ﹤0.01% 158
2025
Q1 		$10.5K Buy
181
+8
+5% +$443 ﹤0.01% 113
2024
Q4 		$9.24K Hold
173
– – ﹤0.01% 103
2024
Q3 		$11K Hold
173
– – ﹤0.01% 99
2024
Q2 		$9.94K Hold
173
– – 0.01% 100
2024
Q1 		$9.26K Hold
173
– – 0.01% 94
2023
Q4 		$9.93K Buy
+173
New +$9.08K 0.02% 75

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

Bare Financial Services's O Position: Q2 2026 in Review

Bare Financial Services increased its Realty Income (O) stake by 34% in Q2 2026, buying an estimated $6.79K and bringing the position to 426 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #178.

Bare Financial Services first reported a position in O in Q4 2023 and has held it in 11 quarters since. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Bare Financial Services held 426 shares of Realty Income worth $26.4K as of Q2 2026.
  • Bare Financial Services bought 109 Realty Income shares in Q2 2026, an estimated $6.79K.
  • Realty Income made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #178 holding.
  • Bare Financial Services first reported a position in Realty Income in Q4 2023 and has held it in 11 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.