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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

O holding history

Realty Income Corp in every 13F filed by Bartlett & Co. Wealth Management 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)
1,381
Value
$85.9K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of O by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,381$85.9K<0.1%+22+1.6%AddedHolders
Q1 20261,359$86.6K<0.1%−827−37.8%ReducedHolders
Q4 20252,186$123.8K<0.1%+212+10.7%AddedHolders
Q3 20251,974$120.0K<0.1%+447+29.3%AddedHolders
Q2 20251,527$88.0K<0.1%−479−23.9%ReducedHolders
Q1 20252,006$116.4K<0.1%−956−32.3%ReducedHolders
Q4 20242,962$158.2K<0.1%+462+18.5%AddedHolders
Q3 20242,500$158.6K<0.1%−52−2.0%ReducedHolders
Q2 20242,552$134.8K<0.1%+448+21.3%AddedHolders
Q1 20242,104$114.4K<0.1%+213+11.3%AddedHolders
Q4 20231,891$110.8K<0.1%+239+14.5%AddedHolders
Q3 20231,652$82.9K<0.1%+52+3.3%AddedHolders
Q2 20231,600$96.1K<0.1%−601−27.3%ReducedHolders
Q1 20232,201$139.9K<0.1%−86−3.8%ReducedHolders
Q4 20222,287$145.6K<0.1%+7+0.3%AddedHolders
Q3 20222,280$133.3K<0.1%+6+0.3%AddedHolders
Q2 20222,274$155.8K<0.1%+6+0.3%AddedHolders
Q1 20222,268$157.7K<0.1%+2,268NewHolders
Q4 20210$00.0%−2,995−100.0%Sold outHolders
Q3 20212,995$194.9K<0.1%+743+33.0%AddedHolders
Q2 20212,252$150.8K<0.1%+6+0.3%AddedHolders
Q1 20212,246$143.2K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.