EPIM
O icon

Evelyn Partners Investment Management’s Realty Income O Stock Holding History

Evelyn Partners Investment 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
Q1 		– Sell
-5,000
Closed -$267K – 430
2024
Q4 		$267K Buy
+5,000
New +$291K 0.01% 180

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Evelyn Partners Investment Management's O Position: Q1 2025 in Review

Evelyn Partners Investment Management sold out of Realty Income (O) in Q1 2025, closing a stake of 5,000 shares — an estimated $267K sold.

Evelyn Partners Investment Management first reported a position in O in Q4 2024 and held it in 1 quarter. The position peaked at $267K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold O as of Q1 2025.

  • Evelyn Partners Investment Management reported no remaining Realty Income position as of Q1 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 5,000 Realty Income shares in Q1 2025, an estimated $267K.
  • Evelyn Partners Investment Management first reported a position in Realty Income in Q4 2024 and held it in 1 quarter.
  • Evelyn Partners Investment Management's Realty Income position peaked at $267K in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2025, filed 4 Aug 2025.