AIA
O icon

Angeles Investment Advisors’s Realty Income O Stock Holding History

Angeles Investment Advisors’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
-6,457
Closed -$345K – 148
2024
Q4 		$345K Buy
6,457
+23
+0.4% +$1.34K 0.02% 124
2024
Q3 		$408K Hold
6,434
– – 0.02% 128
2024
Q2 		$340K Sell
6,434
-5,924
-48% -$316K 0.02% 152
2024
Q1 		$670K Buy
12,358
+1,082
+10% +$58.6K 0.04% 75
2023
Q4 		$649K Buy
11,276
+119
+1% +$6.25K 0.04% 69
2023
Q3 		$559K Buy
11,157
+1,562
+16% +$89.8K 0.04% 66
2023
Q2 		$575K Buy
9,595
+245
+3% +$15K 0.05% 54
2023
Q1 		$593K Buy
9,350
+4,783
+105% +$310K 0.05% 47
2022
Q4 		$291K Buy
+4,567
New +$284K 0.02% 86
2022
Q3 		– Sell
-4,010
Closed -$275K – 96
2022
Q2 		$275K Hold
4,010
– – 0.03% 80
2022
Q1 		$279K Hold
4,010
– – 0.02% 94
2021
Q4 		$288K Sell
4,010
-128
-3% -$8.8K 0.01% 175
2021
Q3 		$261K Buy
+4,138
New +$279K 0.02% 185

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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Angeles Investment Advisors's O Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Realty Income (O) in Q1 2025, closing a stake of 6,457 shares — an estimated $345K sold.

Angeles Investment Advisors first reported a position in O in Q3 2021 and held it in 13 quarters. The position peaked at $670K in Q1 2024. 1,275 funds tracked by Wall St. Rank hold O as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Realty Income position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 6,457 Realty Income shares in Q1 2025, an estimated $345K.
  • Angeles Investment Advisors first reported a position in Realty Income in Q3 2021 and held it in 13 quarters.
  • Angeles Investment Advisors's Realty Income position peaked at $670K in Q1 2024.
  • 1,275 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.