ARC
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Advisor Resource Council’s Realty Income O Stock Holding History

Advisor Resource Council’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
Q2 		– Sell
-9,566
Closed -$547K – 446
2025
Q1 		$547K Buy
+9,566
New +$530K 0.04% 354
2024
Q1 		– Sell
-4,695
Closed -$270K – 421
2023
Q4 		$270K Buy
+4,695
New +$246K 0.03% 366
2022
Q3 		– Sell
-4,627
Closed -$316K – 381
2022
Q2 		$316K Buy
+4,627
New +$318K 0.03% 369
2022
Q1 		– Sell
-4,038
Closed -$290K – 424
2021
Q4 		$290K Buy
+4,038
New +$278K 0.02% 444
2021
Q3 		– Sell
-3,924
Closed -$254K – 390
2021
Q2 		$254K Buy
+3,924
New +$258K 0.03% 423

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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisor Resource Council's O Position: Q2 2025 in Review

Advisor Resource Council sold out of Realty Income (O) in Q2 2025, closing a stake of 9,566 shares — an estimated $547K sold.

Advisor Resource Council first reported a position in O in Q2 2021 and held it in 5 quarters. The position peaked at $547K in Q1 2025. 1,283 funds tracked by Wall St. Rank hold O as of Q2 2025.

  • Advisor Resource Council reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 9,566 Realty Income shares in Q2 2025, an estimated $547K.
  • Advisor Resource Council first reported a position in Realty Income in Q2 2021 and held it in 5 quarters.
  • Advisor Resource Council's Realty Income position peaked at $547K in Q1 2025.
  • 1,283 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.