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
New +$285K 0.12% 148

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

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

Bullock Wealth Management opened a new position in Realty Income (O) in Q2 2026: 4,565 shares worth $282K. The stake represents 0.12% of the portfolio and ranks #148 among its holdings.

1,449 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.
  • Realty Income was a new Bullock Wealth Management position in Q2 2026.
  • Realty Income made up 0.12% of Bullock Wealth Management's portfolio in Q2 2026, its #148 holding.
  • 1,449 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.