Bear Mountain Capital’s Realty Income O Stock Holding History

Bear Mountain Capital’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	-12	Closed	-$698	–	279
2025 Q1	$698	Buy	+12	New	+$664	﹤0.01%	207

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

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

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

Bear Mountain Capital's O Position: Q2 2025 in Review

Bear Mountain Capital sold out of Realty Income (O) in Q2 2025, closing a stake of 12 shares — an estimated $698 sold.

Bear Mountain Capital first reported a position in O in Q1 2025 and held it in 1 quarter. The position peaked at $698 in Q1 2025. 1,286 funds tracked by Wall St. Rank hold O as of Q2 2025.

Bear Mountain Capital reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
Bear Mountain Capital sold 12 Realty Income shares in Q2 2025, an estimated $698.
Bear Mountain Capital first reported a position in Realty Income in Q1 2025 and held it in 1 quarter.
Bear Mountain Capital's Realty Income position peaked at $698 in Q1 2025.
1,286 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Bear Mountain Capital's 13F filing for Q2 2025, filed 23 Jul 2025.