Cloud Capital Management’s Realty Income O Stock Holding History

Cloud Capital Management’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 Q4	–	Sell	-46	Closed	-$2K	–	1056
2025 Q3	$2K	Buy	+46	New	+$2.68K	﹤0.01%	700

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cloud Capital Management's O Position: Q4 2025 in Review

Cloud Capital Management sold out of Realty Income (O) in Q4 2025, closing a stake of 46 shares — an estimated $2K sold.

Cloud Capital Management first reported a position in O in Q3 2025 and held it in 1 quarter. The position peaked at $2K in Q3 2025. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

Cloud Capital Management reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
Cloud Capital Management sold 46 Realty Income shares in Q4 2025, an estimated $2K.
Cloud Capital Management first reported a position in Realty Income in Q3 2025 and held it in 1 quarter.
Cloud Capital Management's Realty Income position peaked at $2K in Q3 2025.
1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.