Chris Bulman’s Realty Income O Stock Holding History

Chris Bulman’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
2025 Q4	–	Sell	-3,413	Closed	-$207K	–	160
2025 Q3	$207K	Buy	+3,413	New	+$199K	0.1%	134
2024 Q3	–	Sell	-1,447	Closed	-$76.4K	–	302
2024 Q2	$76.4K	Buy	+1,447	New	+$77.3K	0.05%	174

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Chris Bulman's O Position: Q4 2025 in Review

Chris Bulman sold out of Realty Income (O) in Q4 2025, closing a stake of 3,413 shares — an estimated $207K sold.

Chris Bulman first reported a position in O in Q2 2024 and held it in 2 quarters. The position peaked at $207K in Q3 2025. 1,364 funds tracked by Wall St. Rank hold O as of Q4 2025.

Chris Bulman reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
Chris Bulman sold 3,413 Realty Income shares in Q4 2025, an estimated $207K.
Chris Bulman first reported a position in Realty Income in Q2 2024 and held it in 2 quarters.
Chris Bulman's Realty Income position peaked at $207K in Q3 2025.
1,364 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Chris Bulman's 13F filing for Q4 2025, filed 14 Jan 2026.