Fulcrum Asset Management’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$319K Buy
5,068
+42
+0.8% +$2.62K 0.03% 336
2026
Q1
$307K Hold
5,026
0.05% 149
2025
Q4
$287K Hold
5,026
0.08% 113
2025
Q3
$306K Hold
5,026
0.08% 107
2025
Q2
$290K Buy
+5,026
New +$284K 0.08% 123

Other funds holding O

Fulcrum Asset Management's O Position: Q2 2026 in Review

Fulcrum Asset Management increased its Realty Income (O) stake by 0.84% in Q2 2026, buying an estimated $2.62K and bringing the position to 5,068 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #336.

Fulcrum Asset Management first reported a position in O in Q2 2025 and has held it in 5 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Fulcrum Asset Management held 5,068 shares of Realty Income worth $319K as of Q2 2026.
  • Fulcrum Asset Management bought 42 Realty Income shares in Q2 2026, an estimated $2.62K.
  • Realty Income made up 0.03% of Fulcrum Asset Management's portfolio in Q2 2026, its #336 holding.
  • Fulcrum Asset Management first reported a position in Realty Income in Q2 2025 and has held it in 5 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.