Burk Holdings’s Realty Income O Stock Holding History

Burk Holdings’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	$1.55K	Hold	25	–	–	﹤0.01%	542
2026 Q1	$1.53K	Buy	+25	New	+$1.56K	﹤0.01%	552

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Burk Holdings's O Position: Q2 2026 in Review

Burk Holdings held its Realty Income (O) position steady in Q2 2026 at 25 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Burk Holdings first reported a position in O in Q1 2026 and has held it in 2 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Burk Holdings held 25 shares of Realty Income worth $1.55K as of Q2 2026.
Burk Holdings left its Realty Income share count unchanged in Q2 2026.
Realty Income made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #542 holding.
Burk Holdings first reported a position in Realty Income in Q1 2026 and has held it in 2 quarters since.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.