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BOLTON SECURITIES CORPORATION’s Realty Income O Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$338K Buy
6,230
+1,008
+19% +$62.2K 0.01% 714
2026
Q2 		$324K Buy
5,222
+505
+11% +$31.5K 0.01% 737
2026
Q1 		$289K Buy
+4,717
New +$295K 0.01% 699
2025
Q3 		$328K Buy
+5,402
New +$315K 0.02% 621
2025
Q1 		$298K Buy
+5,143
New +$285K 0.02% 594

Other funds holding O

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

BOLTON SECURITIES CORPORATION's O Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Realty Income (O) stake by 19% in Q3 2026, buying an estimated $62.2K and bringing the position to 6,230 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #714.

BOLTON SECURITIES CORPORATION first reported a position in O in Q1 2025 and has held it in 5 quarters since. 1,028 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 6,230 shares of Realty Income worth $338K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 1,008 Realty Income shares in Q3 2026, an estimated $62.2K.
  • Realty Income made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #714 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Realty Income in Q1 2025 and has held it in 5 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.