Berry Wealth Group’s Realty Income O Stock Holding History

Berry Wealth Group’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	-42,289	Closed	-$2.44M	–	83
2025 Q2	$2.44M	Sell	42,289 -968	-2%	-$54.7K	1.7%	18
2025 Q1	$2.51M	Sell	43,257 -2,148	-5%	-$119K	1.96%	17
2024 Q4	$2.43M	Buy	45,405 +4,745	+12%	+$276K	1.75%	18
2024 Q3	$2.58M	Buy	+40,660	New	+$2.42M	1.85%	18
2024 Q2	–	Sell	-3,714	Closed	-$201K	–	87
2024 Q1	$201K	Buy	+3,714	New	+$201K	0.17%	81

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

Berry Wealth Group's O Position: Q3 2025 in Review

Berry Wealth Group sold out of Realty Income (O) in Q3 2025, closing a stake of 42,289 shares — an estimated $2.44M sold.

Berry Wealth Group first reported a position in O in Q1 2024 and held it in 5 quarters. The position peaked at $2.58M in Q3 2024. 1,336 funds tracked by Wall St. Rank hold O as of Q3 2025.

Berry Wealth Group reported no remaining Realty Income position as of Q3 2025 after selling out during the quarter.
Berry Wealth Group sold 42,289 Realty Income shares in Q3 2025, an estimated $2.44M.
Berry Wealth Group first reported a position in Realty Income in Q1 2024 and held it in 5 quarters.
Berry Wealth Group's Realty Income position peaked at $2.58M in Q3 2024.
1,336 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.