Buffington Mohr McNeal’s Realty Income O Stock Holding History

Buffington Mohr McNeal’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 Q1	$235K	Hold	4,048	–	–	0.05%	104
2024 Q4	$216K	Buy	+4,048	New	+$236K	0.04%	127

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 $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Buffington Mohr McNeal's O Position: Q1 2025 in Review

Buffington Mohr McNeal held its Realty Income (O) position steady in Q1 2025 at 4,048 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #104.

Buffington Mohr McNeal first reported a position in O in Q4 2024 and has held it in 2 quarters since. 1,276 funds tracked by Wall St. Rank hold O as of Q1 2025.

Buffington Mohr McNeal held 4,048 shares of Realty Income worth $235K as of Q1 2025.
Buffington Mohr McNeal left its Realty Income share count unchanged in Q1 2025.
Realty Income made up 0.05% of Buffington Mohr McNeal's portfolio in Q1 2025, its #104 holding.
Buffington Mohr McNeal first reported a position in Realty Income in Q4 2024 and has held it in 2 quarters since.
1,276 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.