BI
O icon

Bolthouse Investments’s Realty Income O Stock Holding History

Bolthouse Investments’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 		$264K Hold
4,317
– – 0.24% 60
2025
Q4 		$243K Hold
4,317
– – 0.22% 64
2025
Q3 		$262K Hold
4,317
– – 0.24% 63
2025
Q2 		$249K Hold
4,317
– – 0.25% 66
2025
Q1 		$250K Buy
+4,317
New +$239K 0.26% 67

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 $37.4B AUM 35.42% 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

Bolthouse Investments's O Position: Q1 2026 in Review

Bolthouse Investments held its Realty Income (O) position steady in Q1 2026 at 4,317 shares worth $264K. The position accounts for 0.24% of the portfolio, ranked #60.

Bolthouse Investments first reported a position in O in Q1 2025 and has held it in 5 quarters since. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Bolthouse Investments held 4,317 shares of Realty Income worth $264K as of Q1 2026.
  • Bolthouse Investments left its Realty Income share count unchanged in Q1 2026.
  • Realty Income made up 0.24% of Bolthouse Investments's portfolio in Q1 2026, its #60 holding.
  • Bolthouse Investments first reported a position in Realty Income in Q1 2025 and has held it in 5 quarters since.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.