CPC
O icon

Congress Park Capital’s Realty Income O Stock Holding History

Congress Park 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 		– Sell
-3,750
Closed -$200K – 116
2024
Q4 		$200K Sell
3,750
-500
-12% -$29.1K 0.07% 107
2024
Q3 		$270K Hold
4,250
– – 0.1% 102
2024
Q2 		$224K Buy
4,250
+250
+6% +$13.3K 0.09% 106
2024
Q1 		$216K Buy
4,000
+250
+7% +$13.5K 0.1% 108
2023
Q4 		$215K Buy
+3,750
New +$197K 0.11% 110
2021
Q3 		– Sell
-3,096
Closed -$200K – 146
2021
Q2 		$200K Buy
+3,096
New +$203K 0.1% 130

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Congress Park Capital's O Position: Q1 2025 in Review

Congress Park Capital sold out of Realty Income (O) in Q1 2025, closing a stake of 3,750 shares — an estimated $200K sold.

Congress Park Capital first reported a position in O in Q2 2021 and held it in 6 quarters. The position peaked at $270K in Q3 2024. 1,279 funds tracked by Wall St. Rank hold O as of Q1 2025.

  • Congress Park Capital reported no remaining Realty Income position as of Q1 2025 after selling out during the quarter.
  • Congress Park Capital sold 3,750 Realty Income shares in Q1 2025, an estimated $200K.
  • Congress Park Capital first reported a position in Realty Income in Q2 2021 and held it in 6 quarters.
  • Congress Park Capital's Realty Income position peaked at $270K in Q3 2024.
  • 1,279 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on Congress Park Capital's 13F filing for Q1 2025, filed 22 Apr 2025.