Allianz’s Realty Income O Stock Holding History

Allianz’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 Q1	–	Sell	-5,045	Closed	-$269K	–	458
2024 Q4	$269K	Buy	+5,045	New	+$294K	0.01%	306
2024 Q2	–	Sell	-12,924	Closed	-$699K	–	481
2024 Q1	$699K	Buy	+12,924	New	+$700K	0.02%	248

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allianz's O Position: Q1 2025 in Review

Allianz sold out of Realty Income (O) in Q1 2025, closing a stake of 5,045 shares — an estimated $269K sold.

Allianz first reported a position in O in Q1 2024 and held it in 2 quarters. The position peaked at $699K in Q1 2024. 1,279 funds tracked by Wall St. Rank hold O as of Q1 2025.

Allianz reported no remaining Realty Income position as of Q1 2025 after selling out during the quarter.
Allianz sold 5,045 Realty Income shares in Q1 2025, an estimated $269K.
Allianz first reported a position in Realty Income in Q1 2024 and held it in 2 quarters.
Allianz's Realty Income position peaked at $699K in Q1 2024.
1,279 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on Allianz's 13F filing for Q1 2025, filed 9 May 2025.