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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
Q2 		$267K Hold
4,317
– – 0.22% 75
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 $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

Bolthouse Investments's O Position: Q2 2026 in Review

Bolthouse Investments held its Realty Income (O) position steady in Q2 2026 at 4,317 shares worth $267K. The position accounts for 0.22% of the portfolio, ranked #75.

Bolthouse Investments first reported a position in O in Q1 2025 and has held it in 6 quarters since. 1,459 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Bolthouse Investments held 4,317 shares of Realty Income worth $267K as of Q2 2026.
  • Bolthouse Investments left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up 0.22% of Bolthouse Investments's portfolio in Q2 2026, its #75 holding.
  • Bolthouse Investments first reported a position in Realty Income in Q1 2025 and has held it in 6 quarters since.
  • 1,459 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.