Goepper Burkhardt’s Realty Income O Stock Holding History

Goepper Burkhardt’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	$2.54M	Buy	41,007 +3,340	+9%	+$208K	0.76%	25
2026 Q1	$2.3M	Buy	37,667 +911	+2%	+$57K	0.77%	26
2025 Q4	$2.07M	Sell	36,756 -7,480	-17%	-$433K	0.68%	26
2025 Q3	$2.69M	Buy	44,236 +4,161	+10%	+$242K	0.92%	23
2025 Q2	$2.31M	Buy	40,075 +3,876	+11%	+$219K	0.85%	23
2025 Q1	$2.1M	Sell	36,199 -566	-2%	-$31.3K	0.84%	23
2024 Q4	$1.96M	Buy	36,765 +288	+0.8%	+$16.8K	0.8%	21
2024 Q3	$2.31M	Buy	36,477 +6,321	+21%	+$376K	0.95%	22
2024 Q2	$1.59M	Buy	30,156 +1,224	+4%	+$65.4K	0.72%	24
2024 Q1	$1.59M	Buy	28,932 +6,838	+31%	+$370K	0.74%	24
2023 Q4	$1.17M	Buy	+22,094	New	+$1.16M	0.58%	25

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goepper Burkhardt's O Position: Q2 2026 in Review

Goepper Burkhardt increased its Realty Income (O) stake by 8.9% in Q2 2026, buying an estimated $208K and bringing the position to 41,007 shares worth $2.54M. The position accounts for 0.76% of the portfolio, ranked #25.

Goepper Burkhardt first reported a position in O in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.69M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Goepper Burkhardt held 41,007 shares of Realty Income worth $2.54M as of Q2 2026.
Goepper Burkhardt bought 3,340 Realty Income shares in Q2 2026, an estimated $208K.
Realty Income made up 0.76% of Goepper Burkhardt's portfolio in Q2 2026, its #25 holding.
Goepper Burkhardt first reported a position in Realty Income in Q4 2023 and has held it in 11 quarters since.
Goepper Burkhardt's Realty Income position peaked at $2.69M in Q3 2025.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.