AIA
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AssuredPartners Investment Advisors’s Realty Income O Stock Holding History

AssuredPartners 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
Q2 		– Sell
-7,277
Closed -$422K – 304
2025
Q1 		$422K Sell
7,277
-79
-1% -$4.37K 0.08% 221
2024
Q4 		$393K Buy
+7,356
New +$428K 0.08% 235

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

AssuredPartners Investment Advisors's O Position: Q2 2025 in Review

AssuredPartners Investment Advisors sold out of Realty Income (O) in Q2 2025, closing a stake of 7,277 shares — an estimated $422K sold.

AssuredPartners Investment Advisors first reported a position in O in Q4 2024 and held it in 2 quarters. The position peaked at $422K in Q1 2025. 1,283 funds tracked by Wall St. Rank hold O as of Q2 2025.

  • AssuredPartners Investment Advisors reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 7,277 Realty Income shares in Q2 2025, an estimated $422K.
  • AssuredPartners Investment Advisors first reported a position in Realty Income in Q4 2024 and held it in 2 quarters.
  • AssuredPartners Investment Advisors's Realty Income position peaked at $422K in Q1 2025.
  • 1,283 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.