FMI
O icon

F/M Investments’s Realty Income O Stock Holding History

F/M Investments’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 		– Sell
-3,617
Closed -$210K – 417
2025
Q1 		$210K Sell
3,617
-24,549
-87% -$1.36M 0.01% 385
2024
Q4 		$1.5M Sell
28,166
-101,835
-78% -$5.93M 0.06% 258
2024
Q3 		$8.24M Sell
130,001
-1,683
-1% -$100K 0.26% 127
2024
Q2 		$6.96M Buy
+131,684
New +$7.03M 0.25% 132

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

F/M Investments's O Position: Q2 2025 in Review

F/M Investments sold out of Realty Income (O) in Q2 2025, closing a stake of 3,617 shares — an estimated $210K sold.

F/M Investments first reported a position in O in Q2 2024 and held it in 4 quarters. The position peaked at $8.24M in Q3 2024. 1,283 funds tracked by Wall St. Rank hold O as of Q2 2025.

  • F/M Investments reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
  • F/M Investments sold 3,617 Realty Income shares in Q2 2025, an estimated $210K.
  • F/M Investments first reported a position in Realty Income in Q2 2024 and held it in 4 quarters.
  • F/M Investments's Realty Income position peaked at $8.24M in Q3 2024.
  • 1,283 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on F/M Investments's 13F filing for Q2 2025, filed 13 Aug 2025.