CWM
O icon

Congress Wealth Management’s Realty Income O Stock Holding History

Congress Wealth 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
Q2 		$959K Sell
16,636
-467
-3% -$26.4K 0.01% 718
2025
Q1 		$989K Buy
17,103
+3,353
+24% +$186K 0.01% 639
2024
Q4 		$734K Buy
13,750
+282
+2% +$16.4K 0.01% 569
2024
Q3 		$854K Buy
13,468
+8,829
+190% +$525K 0.01% 540
2024
Q2 		$245K Sell
4,639
-11,545
-71% -$616K ﹤0.01% 657
2024
Q1 		$876K Buy
16,184
+11,134
+220% +$603K 0.02% 385
2023
Q4 		$290K Buy
5,050
+143
+3% +$7.51K 0.01% 534
2023
Q3 		$245K Buy
4,907
+336
+7% +$19.3K 0.01% 551
2023
Q2 		$273K Hold
4,571
– – 0.01% 495
2023
Q1 		$289K Sell
4,571
-277
-6% -$17.9K 0.01% 487
2022
Q4 		$308K Buy
4,848
+276
+6% +$17.1K 0.01% 474
2022
Q3 		$267K Buy
+4,572
New +$315K 0.01% 485

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Congress Wealth Management's O Position: Q2 2025 in Review

Congress Wealth Management reduced its Realty Income (O) stake by 2.7% in Q2 2025, selling an estimated $26.4K and leaving 16,636 shares worth $959K. The position accounts for 0.01% of the portfolio, ranked #718.

Congress Wealth Management first reported a position in O in Q3 2022 and has held it in 12 quarters since. The position peaked at $989K in Q1 2025. 1,288 funds tracked by Wall St. Rank hold O as of Q2 2025.

  • Congress Wealth Management held 16,636 shares of Realty Income worth $959K as of Q2 2025.
  • Congress Wealth Management sold 467 Realty Income shares in Q2 2025, an estimated $26.4K.
  • Realty Income made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #718 holding.
  • Congress Wealth Management first reported a position in Realty Income in Q3 2022 and has held it in 12 quarters since.
  • Congress Wealth Management's Realty Income position peaked at $989K in Q1 2025.
  • 1,288 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.