Luther King Capital Management (LKCM)
O icon

Luther King Capital Management (LKCM)’s Realty Income O Stock Holding History

Luther King Capital Management (LKCM)’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 		$254K Sell
4,106
-215
-5% -$13.4K ﹤0.01% 571
2026
Q1 		$264K Buy
4,321
+15
+0.3% +$939 ﹤0.01% 539
2025
Q4 		$243K Sell
4,306
-100
-2% -$5.79K ﹤0.01% 565
2025
Q3 		$268K Sell
4,406
-450
-9% -$26.2K ﹤0.01% 539
2025
Q2 		$280K Sell
4,856
-505
-9% -$28.6K ﹤0.01% 525
2025
Q1 		$311K Sell
5,361
-361
-6% -$20K ﹤0.01% 518
2024
Q4 		$306K Sell
5,722
-200
-3% -$11.6K ﹤0.01% 514
2024
Q3 		$376K Sell
5,922
-26,899
-82% -$1.6M ﹤0.01% 500
2024
Q2 		$1.73M Buy
32,821
+6,363
+24% +$340K 0.01% 327
2024
Q1 		$1.43M Buy
+26,458
New +$1.43M 0.01% 355

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

Luther King Capital Management (LKCM)'s O Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its Realty Income (O) stake by 5% in Q2 2026, selling an estimated $13.4K and leaving 4,106 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Luther King Capital Management (LKCM) first reported a position in O in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.73M in Q2 2024. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Luther King Capital Management (LKCM) held 4,106 shares of Realty Income worth $254K as of Q2 2026.
  • Luther King Capital Management (LKCM) sold 215 Realty Income shares in Q2 2026, an estimated $13.4K.
  • Realty Income made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #571 holding.
  • Luther King Capital Management (LKCM) first reported a position in Realty Income in Q1 2024 and has held it in 10 quarters since.
  • Luther King Capital Management (LKCM)'s Realty Income position peaked at $1.73M in Q2 2024.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.