AFWM
O icon

Abich Financial Wealth Management’s Realty Income O Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$8.21K Buy
+135
New +$7.87K ﹤0.01% 478
2024
Q3 		– Sell
-135
Closed -$7.13K – 708
2024
Q2 		$7.13K Hold
135
– – ﹤0.01% 303
2024
Q1 		$7.3K Hold
135
– – 0.01% 255
2023
Q4 		$7.75K Buy
+135
New +$7.09K 0.01% 223

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Abich Financial Wealth Management's O Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Realty Income (O) in Q3 2025: 135 shares worth $8.21K. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in O as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in O in Q4 2023 and has held it in 4 quarters since. 1,337 funds tracked by Wall St. Rank hold O as of Q3 2025.

  • Abich Financial Wealth Management held 135 shares of Realty Income worth $8.21K as of Q3 2025.
  • Realty Income was a new Abich Financial Wealth Management position in Q3 2025.
  • Realty Income made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #478 holding.
  • Abich Financial Wealth Management first reported a position in Realty Income in Q4 2023 and has held it in 4 quarters since.
  • 1,337 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.