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BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

O holding history

Realty Income Corp in every 13F filed by BKD Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

O overviewAll 13F holders of OFull Q2 2026 holdings

Shares (Q2 2026)
5,314
Value
$329.3K
% of portfolio
<0.1%
Quarters held
20
Since Q3 2021
Holdings of O by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,314$329.3K<0.1%−385−6.8%ReducedHolders
Q1 20265,699$348.7K<0.1%−70−1.2%ReducedHolders
Q4 20255,769$325.2K<0.1%+293+5.4%AddedHolders
Q3 20255,476$332.9K<0.1%−125−2.2%ReducedHolders
Q2 20255,601$322.7K<0.1%+215+4.0%AddedHolders
Q1 20255,386$312.5K<0.1%−182−3.3%ReducedHolders
Q4 20245,568$297.4K<0.1%−89−1.6%ReducedHolders
Q3 20245,657$358.8K<0.1%+20.0%AddedHolders
Q2 20245,655$298.7K<0.1%+41+0.7%AddedHolders
Q1 20245,614$303.7K<0.1%+653+13.2%AddedHolders
Q4 20234,961$284.8K<0.1%−395−7.4%ReducedHolders
Q3 20235,356$267.5K<0.1%−6−0.1%ReducedHolders
Q2 20235,362$320.6K<0.1%+4+0.1%AddedHolders
Q1 20235,358$339.2K<0.1%+356+7.1%AddedHolders
Q4 20225,002$317.3K<0.1%+51+1.0%AddedHolders
Q3 20224,951$288.0K<0.1%−996−16.7%ReducedHolders
Q2 20225,947$406.0K<0.1%+2,005+50.9%AddedHolders
Q1 20223,942$273.0K<0.1%+4+0.1%AddedHolders
Q4 20213,938$282.0K<0.1%+41+1.1%AddedHolders
Q3 20213,897$253.0K<0.1%+3,897NewHolders