American Money Management’s Realty Income O Stock Holding History

American Money 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	–	Sell	-7,256	Closed	-$418K	–	156
2025 Q2	$418K	Buy	+7,256	New	+$410K	0.07%	102

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 $3.37T AUM 44.26% 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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

American Money Management's O Position: Q3 2025 in Review

American Money Management sold out of Realty Income (O) in Q3 2025, closing a stake of 7,256 shares — an estimated $418K sold.

American Money Management first reported a position in O in Q2 2025 and held it in 1 quarter. The position peaked at $418K in Q2 2025. 1,340 funds tracked by Wall St. Rank hold O as of Q3 2025.

American Money Management reported no remaining Realty Income position as of Q3 2025 after selling out during the quarter.
American Money Management sold 7,256 Realty Income shares in Q3 2025, an estimated $418K.
American Money Management first reported a position in Realty Income in Q2 2025 and held it in 1 quarter.
American Money Management's Realty Income position peaked at $418K in Q2 2025.
1,340 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on American Money Management's 13F filing for Q3 2025, filed 10 Nov 2025.