Econ Financial Services’s Realty Income O Stock Holding History

Econ Financial Services’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	-25,647	Closed	-$1.56M	–	93
2025 Q3	$1.56M	Buy	+25,647	New	+$1.49M	0.78%	50

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Econ Financial Services's O Position: Q4 2025 in Review

Econ Financial Services sold out of Realty Income (O) in Q4 2025, closing a stake of 25,647 shares — an estimated $1.56M sold.

Econ Financial Services first reported a position in O in Q3 2025 and held it in 1 quarter. The position peaked at $1.56M in Q3 2025. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

Econ Financial Services reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
Econ Financial Services sold 25,647 Realty Income shares in Q4 2025, an estimated $1.56M.
Econ Financial Services first reported a position in Realty Income in Q3 2025 and held it in 1 quarter.
Econ Financial Services's Realty Income position peaked at $1.56M in Q3 2025.
1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Econ Financial Services's 13F filing for Q4 2025, filed 15 Jan 2026.