GBFG
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Gerald Baker Financial Group’s Realty Income O Stock Holding History

Gerald Baker Financial Group’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 		$3.12M Buy
50,392
+8,176
+19% +$510K 0.89% 28
2026
Q1 		$2.58M Buy
+42,216
New +$2.64M 0.82% 32

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

Gerald Baker Financial Group's O Position: Q2 2026 in Review

Gerald Baker Financial Group increased its Realty Income (O) stake by 19% in Q2 2026, buying an estimated $510K and bringing the position to 50,392 shares worth $3.12M. The position accounts for 0.89% of the portfolio, ranked #28.

Gerald Baker Financial Group first reported a position in O in Q1 2026 and has held it in 2 quarters since. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Gerald Baker Financial Group held 50,392 shares of Realty Income worth $3.12M as of Q2 2026.
  • Gerald Baker Financial Group bought 8,176 Realty Income shares in Q2 2026, an estimated $510K.
  • Realty Income made up 0.89% of Gerald Baker Financial Group's portfolio in Q2 2026, its #28 holding.
  • Gerald Baker Financial Group first reported a position in Realty Income in Q1 2026 and has held it in 2 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.