BWM
O icon

Bullock Wealth Management’s Realty Income O Stock Holding History

Bullock 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 		$282K Buy
4,565
+63
+1% +$3.93K 0.12% 148
2026
Q1 		$279K Buy
4,502
+34
+0.8% +$2.13K 0.14% 134
2025
Q4 		$252K Buy
4,468
+36
+0.8% +$2.08K 0.12% 145
2025
Q3 		$268K Buy
4,432
+210
+5% +$12.2K 0.13% 132
2025
Q2 		$244K Sell
4,222
-135
-3% -$7.63K 0.13% 130
2025
Q1 		$249K Sell
4,357
-2
-0% -$111 0.14% 129
2024
Q4 		$233K Buy
4,359
+4
+0.1% +$233 0.14% 134
2024
Q3 		$274K Buy
4,355
+212
+5% +$12.6K 0.17% 114
2024
Q2 		$217K Buy
4,143
+119
+3% +$6.36K 0.14% 126
2024
Q1 		$215K Buy
+4,024
New +$218K 0.14% 132

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

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

Bullock Wealth Management increased its Realty Income (O) stake by 1.4% in Q2 2026, buying an estimated $3.93K and bringing the position to 4,565 shares worth $282K. The position accounts for 0.12% of the portfolio, ranked #148.

Bullock Wealth Management first reported a position in O in Q1 2024 and has held it in 10 quarters since. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Bullock Wealth Management held 4,565 shares of Realty Income worth $282K as of Q2 2026.
  • Bullock Wealth Management bought 63 Realty Income shares in Q2 2026, an estimated $3.93K.
  • Realty Income made up 0.12% of Bullock Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Bullock Wealth Management first reported a position in Realty Income in Q1 2024 and has held it in 10 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.