Axxcess Wealth Management’s Realty Income O Stock Holding History

Axxcess Wealth 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	-3,652	Closed	-$210K	–	951
2025 Q2	$210K	Sell	3,652 -99	-3%	-$5.6K	﹤0.01%	835
2025 Q1	$218K	Sell	3,751 -283	-7%	-$15.7K	0.01%	788
2024 Q4	$215K	Sell	4,034 -291	-7%	-$16.9K	0.01%	795
2024 Q3	$274K	Sell	4,325 -41	-0.9%	-$2.44K	0.01%	718
2024 Q2	$231K	Buy	+4,366	New	+$233K	0.01%	740
2023 Q2	–	Sell	-3,824	Closed	-$242K	–	658
2023 Q1	$242K	Buy	3,824 +545	+17%	+$35.3K	0.02%	539
2022 Q4	$208K	Buy	+3,279	New	+$204K	0.02%	555

Other funds holding O

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axxcess Wealth Management's O Position: Q3 2025 in Review

Axxcess Wealth Management sold out of Realty Income (O) in Q3 2025, closing a stake of 3,652 shares — an estimated $210K sold.

Axxcess Wealth Management first reported a position in O in Q4 2022 and held it in 7 quarters. The position peaked at $274K in Q3 2024. 1,336 funds tracked by Wall St. Rank hold O as of Q3 2025.

Axxcess Wealth Management reported no remaining Realty Income position as of Q3 2025 after selling out during the quarter.
Axxcess Wealth Management sold 3,652 Realty Income shares in Q3 2025, an estimated $210K.
Axxcess Wealth Management first reported a position in Realty Income in Q4 2022 and held it in 7 quarters.
Axxcess Wealth Management's Realty Income position peaked at $274K in Q3 2024.
1,336 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.