Brendel Financial Advisors’s Realty Income O Stock Holding History

Brendel Financial 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	-47,982	Closed	-$2.78M	–	108
2025 Q1	$2.78M	Buy	+47,982	New	+$2.66M	1.69%	21

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

Brendel Financial Advisors's O Position: Q2 2025 in Review

Brendel Financial Advisors sold out of Realty Income (O) in Q2 2025, closing a stake of 47,982 shares — an estimated $2.78M sold.

Brendel Financial Advisors first reported a position in O in Q1 2025 and held it in 1 quarter. The position peaked at $2.78M in Q1 2025. 1,286 funds tracked by Wall St. Rank hold O as of Q2 2025.

Brendel Financial Advisors reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
Brendel Financial Advisors sold 47,982 Realty Income shares in Q2 2025, an estimated $2.78M.
Brendel Financial Advisors first reported a position in Realty Income in Q1 2025 and held it in 1 quarter.
Brendel Financial Advisors's Realty Income position peaked at $2.78M in Q1 2025.
1,286 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Brendel Financial Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.