Lowe Brockenbrough & Co
O icon

Lowe Brockenbrough & Co’s Realty Income O Stock Holding History

Lowe Brockenbrough & Co’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
Q3 		$1.83M Buy
+33,612
New +$2.07M 0.08% 148

Other funds holding O

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Lowe Brockenbrough & Co's O Position: Q3 2026 in Review

Lowe Brockenbrough & Co opened a new position in Realty Income (O) in Q3 2026: 33,612 shares worth $1.83M. The stake represents 0.08% of the portfolio and ranks #148 among its holdings.

937 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Lowe Brockenbrough & Co held 33,612 shares of Realty Income worth $1.83M as of Q3 2026.
  • Realty Income was a new Lowe Brockenbrough & Co position in Q3 2026.
  • Realty Income made up 0.08% of Lowe Brockenbrough & Co's portfolio in Q3 2026, its #148 holding.
  • 937 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q3 2026, filed 9 Nov 2026.