BWS
O icon

Buck Wealth Strategies’s Realty Income O Stock Holding History

Buck Wealth Strategies’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 		$16.7K Buy
+270
New +$16.8K ﹤0.01% 504
2023
Q4 		– Sell
-95
Closed -$4.74K – 268
2023
Q3 		$4.74K Buy
95
+85
+850% +$4.89K ﹤0.01% 241
2023
Q2 		$598 Buy
+10
New +$610 ﹤0.01% 261

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 $3.38T AUM 44.17% 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

Buck Wealth Strategies's O Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Realty Income (O) in Q2 2026: 270 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in O as recently as Q3 2023.

Buck Wealth Strategies first reported a position in O in Q2 2023 and has held it in 3 quarters since. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Buck Wealth Strategies held 270 shares of Realty Income worth $16.7K as of Q2 2026.
  • Realty Income was a new Buck Wealth Strategies position in Q2 2026.
  • Realty Income made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #504 holding.
  • Buck Wealth Strategies first reported a position in Realty Income in Q2 2023 and has held it in 3 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.