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
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

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. 1,458 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.
  • 1,458 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.