BWM
O icon

Buckley Wealth Management’s Realty Income O Stock Holding History

Buckley Wealth Management’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 		$679K Buy
10,956
+525
+5% +$32.7K 0.17% 84
2026
Q1 		$641K Buy
10,431
+1,589
+18% +$99.5K 0.16% 86
2025
Q4 		$498K Sell
8,842
-542
-6% -$31.4K 0.13% 87
2025
Q3 		$570K Sell
9,384
-302
-3% -$17.6K 0.16% 85
2025
Q2 		$558K Sell
9,686
-306
-3% -$17.3K 0.17% 85
2025
Q1 		$580K Buy
9,992
+284
+3% +$15.7K 0.18% 84
2024
Q4 		$519K Buy
9,708
+258
+3% +$15K 0.16% 81
2024
Q3 		$599K Buy
9,450
+176
+2% +$10.5K 0.18% 77
2024
Q2 		$490K Sell
9,274
-2
-0% -$107 0.16% 81
2024
Q1 		$502K Buy
9,276
+340
+4% +$18.4K 0.16% 83
2023
Q4 		$513K Sell
8,936
-783
-8% -$41.1K 0.18% 82
2023
Q3 		$485K Sell
9,719
-2,750
-22% -$158K 0.18% 79
2023
Q2 		$746K Buy
12,469
+2,378
+24% +$145K 0.25% 72
2023
Q1 		$639K Buy
10,091
+560
+6% +$36.3K 0.24% 74
2022
Q4 		$605K Buy
9,531
+1,130
+13% +$70.2K 0.22% 74
2022
Q3 		$489K Sell
8,401
-2,144
-20% -$148K 0.18% 82
2022
Q2 		$720K Sell
10,545
-163
-2% -$11.2K 0.23% 79
2022
Q1 		$742K Buy
10,708
+2,581
+32% +$175K 0.2% 84
2021
Q4 		$582K Buy
+8,127
New +$559K 0.17% 92
2019
Q2 		– Sell
-3,840
Closed -$274K – 153
2019
Q1 		$274K Sell
3,840
-1,418
-27% -$94K 0.13% 129
2018
Q4 		$321K Buy
+5,258
New +$314K 0.17% 108

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

Buckley Wealth Management's O Position: Q2 2026 in Review

Buckley Wealth Management increased its Realty Income (O) stake by 5% in Q2 2026, buying an estimated $32.7K and bringing the position to 10,956 shares worth $679K. The position accounts for 0.17% of the portfolio, ranked #84.

Buckley Wealth Management first reported a position in O in Q4 2018 and has held it in 21 quarters since. The position peaked at $746K in Q2 2023. 1,449 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Buckley Wealth Management held 10,956 shares of Realty Income worth $679K as of Q2 2026.
  • Buckley Wealth Management bought 525 Realty Income shares in Q2 2026, an estimated $32.7K.
  • Realty Income made up 0.17% of Buckley Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Buckley Wealth Management first reported a position in Realty Income in Q4 2018 and has held it in 21 quarters since.
  • Buckley Wealth Management's Realty Income position peaked at $746K in Q2 2023.
  • 1,449 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.