Bartlett & Co Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $85.9K | Buy |
1,381
+22
| +2% | +$1.37K | ﹤0.01% | 654 |
|
|
2026
Q1 | $86.6K | Sell |
1,359
-827
| -38% | -$51.8K | ﹤0.01% | 593 |
|
|
2025
Q4 | $124K | Buy |
2,186
+212
| +11% | +$12.3K | ﹤0.01% | 520 |
|
|
2025
Q3 | $120K | Buy |
1,974
+447
| +29% | +$26K | ﹤0.01% | 526 |
|
|
2025
Q2 | $88K | Sell |
1,527
-479
| -24% | -$27.1K | ﹤0.01% | 570 |
|
|
2025
Q1 | $116K | Sell |
2,006
-956
| -32% | -$52.9K | ﹤0.01% | 523 |
|
|
2024
Q4 | $158K | Buy |
2,962
+462
| +18% | +$26.9K | ﹤0.01% | 476 |
|
|
2024
Q3 | $159K | Sell |
2,500
-52
| -2% | -$3.09K | ﹤0.01% | 481 |
|
|
2024
Q2 | $135K | Buy |
2,552
+448
| +21% | +$23.9K | ﹤0.01% | 493 |
|
|
2024
Q1 | $114K | Buy |
2,104
+213
| +11% | +$11.5K | ﹤0.01% | 530 |
|
|
2023
Q4 | $111K | Buy |
1,891
+239
| +14% | +$12.5K | ﹤0.01% | 559 |
|
|
2023
Q3 | $82.9K | Buy |
1,652
+52
| +3% | +$2.99K | ﹤0.01% | 570 |
|
|
2023
Q2 | $96.1K | Sell |
1,600
-601
| -27% | -$36.7K | ﹤0.01% | 553 |
|
|
2023
Q1 | $140K | Sell |
2,201
-86
| -4% | -$5.57K | ﹤0.01% | 425 |
|
|
2022
Q4 | $146K | Buy |
2,287
+7
| +0.3% | +$435 | ﹤0.01% | 420 |
|
|
2022
Q3 | $133K | Buy |
2,280
+6
| +0.3% | +$414 | ﹤0.01% | 423 |
|
|
2022
Q2 | $156K | Buy |
2,274
+6
| +0.3% | +$412 | ﹤0.01% | 402 |
|
|
2022
Q1 | $158K | Buy |
+2,268
| New | +$154K | ﹤0.01% | 412 |
|
|
2021
Q4 | – | Sell |
-3,091
| Closed | -$195K | – | 723 |
|
|
2021
Q3 | $195K | Buy |
3,091
+767
| +33% | +$51.8K | ﹤0.01% | 337 |
|
|
2021
Q2 | $151K | Buy |
2,324
+6
| +0.3% | +$394 | ﹤0.01% | 352 |
|
|
2021
Q1 | $143K | Sell |
2,318
-54
| -2% | -$3.2K | ﹤0.01% | 357 |
|
|
2020
Q4 | $143K | Buy |
2,372
+67
| +3% | +$3.96K | ﹤0.01% | 359 |
|
|
2020
Q3 | $136K | Buy |
2,305
+6
| +0.3% | +$355 | ﹤0.01% | 346 |
|
|
2020
Q2 | $133K | Sell |
2,299
-6,381
| -74% | -$340K | ﹤0.01% | 355 |
|
|
2020
Q1 | $421K | Sell |
8,680
-201
| -2% | -$14K | 0.01% | 241 |
|
|
2019
Q4 | $636K | Sell |
8,881
-1,726
| -16% | -$129K | 0.02% | 239 |
|
|
2019
Q3 | $790K | Buy |
10,607
+9,965
| +1,552% | +$699K | 0.02% | 220 |
|
|
2019
Q2 | $43.1K | Buy |
642
+21
| +3% | +$1.43K | ﹤0.01% | 454 |
|
|
2019
Q1 | $44.4K | Buy |
621
+5
| +0.8% | +$331 | ﹤0.01% | 438 |
|
|
2018
Q4 | $37.7K | Buy |
616
+6
| +1% | +$358 | ﹤0.01% | 449 |
|
|
2018
Q3 | $33.8K | Buy |
610
+6
| +1% | +$330 | ﹤0.01% | 484 |
|
|
2018
Q2 | $31.5K | Buy |
604
+6
| +1% | +$304 | ﹤0.01% | 478 |
|
|
2018
Q1 | $30.1K | Buy |
+598
| New | +$29.8K | ﹤0.01% | 481 |
|
Other funds holding O
Bartlett & Co Wealth Management's O Position: Q2 2026 in Review
Bartlett & Co Wealth Management increased its Realty Income (O) stake by 1.6% in Q2 2026, buying an estimated $1.37K and bringing the position to 1,381 shares worth $85.9K. The position accounts for ﹤0.01% of the portfolio, ranked #654.
Bartlett & Co Wealth Management first reported a position in O in Q1 2018 and has held it in 33 quarters since. The position peaked at $790K in Q3 2019. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Bartlett & Co Wealth Management held 1,381 shares of Realty Income worth $85.9K as of Q2 2026.
- Bartlett & Co Wealth Management bought 22 Realty Income shares in Q2 2026, an estimated $1.37K.
- Realty Income made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #654 holding.
- Bartlett & Co Wealth Management first reported a position in Realty Income in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Realty Income position peaked at $790K in Q3 2019.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.