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Bowman & Company’s Realty Income O Stock Holding History

Bowman & Company’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
2025
Q4 		$1.67M Sell
29,576
-55
-0.2% -$3.18K 0.7% 40
2025
Q3 		$1.8M Buy
29,631
+129
+0.4% +$7.51K 0.76% 36
2025
Q2 		$1.7M Buy
29,502
+1,098
+4% +$62.1K 0.76% 35
2025
Q1 		$1.65M Buy
28,404
+6,309
+29% +$349K 0.81% 36
2024
Q4 		$1.18M Buy
+22,095
New +$1.29M 0.61% 50

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bowman & Company's O Position: Q4 2025 in Review

Bowman & Company reduced its Realty Income (O) stake by 0.19% in Q4 2025, selling an estimated $3.18K and leaving 29,576 shares worth $1.67M. The position accounts for 0.7% of the portfolio, ranked #40.

Bowman & Company first reported a position in O in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.8M in Q3 2025. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

  • Bowman & Company held 29,576 shares of Realty Income worth $1.67M as of Q4 2025.
  • Bowman & Company sold 55 Realty Income shares in Q4 2025, an estimated $3.18K.
  • Realty Income made up 0.7% of Bowman & Company's portfolio in Q4 2025, its #40 holding.
  • Bowman & Company first reported a position in Realty Income in Q4 2024 and has held it in 5 quarters since.
  • Bowman & Company's Realty Income position peaked at $1.8M in Q3 2025.
  • 1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.