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Burkehill Global Management’s Realty Income O Stock Holding History

Burkehill Global 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 		$77.5M Buy
+1,250,000
New +$77.9M 2.8% 7
2026
Q1 		– Sell
-600,000
Closed -$33.8M – 198
2025
Q4 		$33.8M Buy
+600,000
New +$34.7M 2.23% 9

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

Burkehill Global Management's O Position: Q2 2026 in Review

Burkehill Global Management opened a new position in Realty Income (O) in Q2 2026: 1,250,000 shares worth $77.5M. The stake represents 2.8% of the portfolio and ranks #7 among its holdings. This is a return to the name: Burkehill Global Management previously reported a position in O as recently as Q4 2025.

Burkehill Global Management first reported a position in O in Q4 2025 and has held it in 2 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Burkehill Global Management held 1,250,000 shares of Realty Income worth $77.5M as of Q2 2026.
  • Realty Income was a new Burkehill Global Management position in Q2 2026.
  • Realty Income made up 2.8% of Burkehill Global Management's portfolio in Q2 2026, its #7 holding.
  • Burkehill Global Management first reported a position in Realty Income in Q4 2025 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 Burkehill Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.