Callan Capital’s Realty Income O Stock Holding History

Callan 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 Q1	$204K	Buy	+3,520	New	+$195K	0.02%	347

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

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

Callan Capital's O Position: Q1 2025 in Review

Callan Capital opened a new position in Realty Income (O) in Q1 2025: 3,520 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #347 among its holdings.

1,275 funds tracked by Wall St. Rank hold O as of Q1 2025.

Callan Capital held 3,520 shares of Realty Income worth $204K as of Q1 2025.
Realty Income was a new Callan Capital position in Q1 2025.
Realty Income made up 0.02% of Callan Capital's portfolio in Q1 2025, its #347 holding.
1,275 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.