FAM
O icon

Fulcrum Asset Management’s Realty Income O Stock Holding History

Fulcrum Asset 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
2025
Q1 		– Sell
-10,324
Closed -$473K – 207
2024
Q4 		$473K Buy
10,324
+55
+0.5% +$3.2K 2.21% 12
2024
Q3 		$539K Buy
10,269
+1,069
+12% +$63.6K 1.24% 16
2024
Q2 		$412K Buy
+9,200
New +$491K 1.28% 15

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fulcrum Asset Management's O Position: Q1 2026 in Review

Fulcrum Asset Management held its Realty Income (O) position steady in Q1 2026 at 5,026 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #149.

Fulcrum Asset Management first reported a position in O in Q2 2025 and has held it in 4 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Fulcrum Asset Management held 5,026 shares of Realty Income worth $307K as of Q1 2026.
  • Fulcrum Asset Management left its Realty Income share count unchanged in Q1 2026.
  • Realty Income made up 0.05% of Fulcrum Asset Management's portfolio in Q1 2026, its #149 holding.
  • Fulcrum Asset Management first reported a position in Realty Income in Q2 2025 and has held it in 4 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.