Bowman & Co S.C. O — REALTY INCOME CORP

Ownership history in Bowman & Co S.C.  ·  5 quarters on record

AI Ownership Summary

Bowman & Co S.C. reported REALTY INCOME CORP (O) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.81% in 2025 Q1. The latest visible filing shows O at 0.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this O ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bowman & Co S.C.'s position in REALTY INCOME CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

O was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

O stock page Bowman & Co S.C. fund profile Bowman & Co S.C. full holdings
How Bowman & Co S.C. held O — position size vs. price
% of Fund (quarterly)    O price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 29,576 -55 -0.2% 0.70% $1.7M 2026-02-14 (Est.) $64.83
2025 Q3 ADDED — — — 29,631 +129 +0.4% 0.76% $1.8M 2025-10-10 $56.46
2025 Q2 ADDED — — — 29,502 +1,098 +3.9% 0.76% $1.7M 2025-07-09 $54.40
2025 Q1 ADDED — — — 28,404 +6,309 +28.6% 0.81% $1.6M 2025-04-08 $49.26
2024 Q4 INITIATED — — — 22,095 — — 0.61% $1.2M 2025-01-15 $49.40

🏢 Other funds also holding O

As of 2026 Q1 — sorted by position size

Community Bank of Raymore 3Y 7Y 5.71% Pensionfund Sabic 3Y 7Y 5.06% Pensionfund PDN 3Y 7Y 5.02% AEW CAPITAL MANAGEMENT L P 3Y 7Y 4.53% CENTERSQUARE INVESTMENT MANAGEMENT LLC 3Y 7Y 2.51% Martin Capital Partners, LLC 3Y 7Y 2.45% Merrithew & Thorsten Inc 2.25% Dupree Financial Group, LLC 2.12% EDMP, INC. 3Y 7Y 2.1% Prairiewood Capital, LLC 3Y 2.04%

FAQ About Bowman & Co S.C. and O

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bowman & Co S.C. reported owning O?

Bowman & Co S.C. reported O across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported O position in Bowman & Co S.C.'s portfolio?

The largest reported portfolio weight for O was 0.81% in 2025 Q1.

What is the latest reported O position on this page?

The most recent filing on this page is 2025 Q4, when Bowman & Co S.C. reported 29,576 shares, equal to 0.70% of portfolio, with an estimated market value of $1.7M.

What does the chart on this O ownership page compare?

The chart compares Bowman & Co S.C.'s quarterly O portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bowman & Co S.C. time their O position?

Based on 13F filing dates vs. subsequent O price moves, Bowman & Co S.C. correctly timed 3 out of 4 reported position changes (75%).

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