Brucke Financial’s Realty Income O Stock Holding History

Brucke Financial’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	–	Sell	-4,017	Closed	-$226K	–	192
2025 Q4	$226K	Buy	+4,017	New	+$233K	0.12%	154

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brucke Financial's O Position: Q1 2026 in Review

Brucke Financial sold out of Realty Income (O) in Q1 2026, closing a stake of 4,017 shares — an estimated $226K sold.

Brucke Financial first reported a position in O in Q4 2025 and held it in 1 quarter. The position peaked at $226K in Q4 2025. 1,441 funds tracked by Wall St. Rank hold O as of Q1 2026.

Brucke Financial reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
Brucke Financial sold 4,017 Realty Income shares in Q1 2026, an estimated $226K.
Brucke Financial first reported a position in Realty Income in Q4 2025 and held it in 1 quarter.
Brucke Financial's Realty Income position peaked at $226K in Q4 2025.
1,441 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Brucke Financial's 13F filing for Q1 2026, filed 10 Apr 2026.