GKIM
O icon

GW&K Investment Management’s Realty Income O Stock Holding History

GW&K Investment 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
2026
Q1 		$41K Buy
676
+35
+5% +$2.19K ﹤0.01% 600
2025
Q4 		$36K Buy
641
+12
+2% +$695 ﹤0.01% 619
2025
Q3 		$38K Buy
629
+35
+6% +$2.04K ﹤0.01% 585
2025
Q2 		$34K Buy
594
+22
+4% +$1.24K ﹤0.01% 578
2025
Q1 		$33K Buy
572
+118
+26% +$6.53K ﹤0.01% 547
2024
Q4 		$24K Sell
454
-72
-14% -$4.19K ﹤0.01% 585
2024
Q3 		$33K Buy
526
+65
+14% +$3.87K ﹤0.01% 509
2024
Q2 		$24K Buy
461
+180
+64% +$9.61K ﹤0.01% 537
2024
Q1 		$15K Hold
281
– – ﹤0.01% 588
2023
Q4 		$16K Buy
281
+72
+34% +$3.78K ﹤0.01% 554
2023
Q3 		$10K Sell
209
-22
-10% -$1.26K ﹤0.01% 617
2023
Q2 		$14K Buy
+231
New +$14.1K ﹤0.01% 528
2022
Q3 		– Sell
-53
Closed -$4K – 700
2022
Q2 		$4K Buy
53
+24
+83% +$1.65K ﹤0.01% 648
2022
Q1 		$2K Buy
+29
New +$1.97K ﹤0.01% 717
2020
Q4 		– Sell
-155
Closed -$9K – 400
2020
Q3 		$9K Buy
+155
New +$9.16K ﹤0.01% 354

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

GW&K Investment Management's O Position: Q1 2026 in Review

GW&K Investment Management increased its Realty Income (O) stake by 5.5% in Q1 2026, buying an estimated $2.19K and bringing the position to 676 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

GW&K Investment Management first reported a position in O in Q3 2020 and has held it in 15 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • GW&K Investment Management held 676 shares of Realty Income worth $41K as of Q1 2026.
  • GW&K Investment Management bought 35 Realty Income shares in Q1 2026, an estimated $2.19K.
  • Realty Income made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #600 holding.
  • GW&K Investment Management first reported a position in Realty Income in Q3 2020 and has held it in 15 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.