BCM
O icon

Becker Capital Management’s Realty Income O Stock Holding History

Becker Capital 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
Q1 		$9.16M Sell
149,551
-21,952
-13% -$1.37M 0.27% 89
2025
Q4 		$9.71M Sell
171,503
-38,714
-18% -$2.24M 0.28% 83
2025
Q3 		$12.8M Sell
210,217
-20,851
-9% -$1.21M 0.37% 69
2025
Q2 		$13.3M Sell
231,068
-5,291
-2% -$299K 0.41% 71
2025
Q1 		$13.7M Sell
236,359
-2,330
-1% -$129K 0.45% 72
2024
Q4 		$12.7M Sell
238,689
-1,549
-0.6% -$90.2K 0.42% 71
2024
Q3 		$15.2M Sell
240,238
-9,819
-4% -$584K 0.5% 63
2024
Q2 		$13.2M Buy
250,057
+4,998
+2% +$267K 0.45% 66
2024
Q1 		$13.3M Buy
245,059
+12,271
+5% +$664K 0.46% 66
2023
Q4 		$13.4M Buy
232,788
+2,217
+1% +$116K 0.48% 71
2023
Q3 		$11.6M Buy
230,571
+31,886
+16% +$1.83M 0.46% 76
2023
Q2 		$11.9M Sell
198,685
-41,769
-17% -$2.55M 0.45% 76
2023
Q1 		$15.3M Buy
240,454
+7,375
+3% +$478K 0.6% 67
2022
Q4 		$14.8M Buy
233,079
+8,318
+4% +$517K 0.69% 60
2022
Q3 		$13.1M Buy
224,761
+163
+0.1% +$11.2K 0.69% 58
2022
Q2 		$15.3M Buy
224,598
+6,898
+3% +$474K 0.74% 60
2022
Q1 		$15.1M Buy
217,700
+968
+0.4% +$65.8K 0.61% 63
2021
Q4 		$15.5M Buy
216,732
+49,560
+30% +$3.41M 0.61% 60
2021
Q3 		$10.5M Sell
167,172
-1,849
-1% -$125K 0.44% 73
2021
Q2 		$10.9M Buy
169,021
+66,492
+65% +$4.37M 0.46% 72
2021
Q1 		$6.31M Buy
102,529
+19,485
+23% +$1.15M 0.28% 81
2020
Q4 		$5M Buy
83,044
+2,967
+4% +$175K 0.25% 85
2020
Q3 		$4.71M Buy
+80,077
New +$4.73M 0.26% 82

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Becker Capital Management's O Position: Q1 2026 in Review

Becker Capital Management reduced its Realty Income (O) stake by 13% in Q1 2026, selling an estimated $1.37M and leaving 149,551 shares worth $9.16M. The position accounts for 0.27% of the portfolio, ranked #89.

Becker Capital Management first reported a position in O in Q3 2020 and has held it in 23 quarters since. The position peaked at $15.5M in Q4 2021. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Becker Capital Management held 149,551 shares of Realty Income worth $9.16M as of Q1 2026.
  • Becker Capital Management sold 21,952 Realty Income shares in Q1 2026, an estimated $1.37M.
  • Realty Income made up 0.27% of Becker Capital Management's portfolio in Q1 2026, its #89 holding.
  • Becker Capital Management first reported a position in Realty Income in Q3 2020 and has held it in 23 quarters since.
  • Becker Capital Management's Realty Income position peaked at $15.5M in Q4 2021.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.