FAIM
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Financial Advocates Investment Management’s Realty Income O Stock Holding History

Financial Advocates 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
Q2 		– Sell
-5,860
Closed -$340K – 724
2025
Q1 		$340K Sell
5,860
-1,777
-23% -$98.4K 0.02% 528
2024
Q4 		$408K Sell
7,637
-712
-9% -$41.5K 0.02% 518
2024
Q3 		$529K Buy
8,349
+591
+8% +$35.2K 0.03% 447
2024
Q2 		$410K Buy
7,758
+466
+6% +$24.9K 0.03% 485
2024
Q1 		$394K Buy
7,292
+1,044
+17% +$56.5K 0.02% 510
2023
Q4 		$359K Buy
6,248
+115
+2% +$6.04K 0.02% 499
2023
Q3 		$306K Buy
6,133
+64
+1% +$3.68K 0.02% 514
2023
Q2 		$363K Buy
6,069
+19
+0.3% +$1.16K 0.03% 466
2023
Q1 		$383K Sell
6,050
-295
-5% -$19.1K 0.03% 486
2022
Q4 		$402K Sell
6,345
-558
-8% -$34.6K 0.03% 489
2022
Q3 		$371K Buy
6,903
+1,273
+23% +$87.8K 0.03% 494
2022
Q2 		$385K Sell
5,630
-34,415
-86% -$2.36M 0.03% 450
2022
Q1 		$2.77M Buy
40,045
+33,938
+556% +$2.31M 0.18% 130
2021
Q4 		$371K Sell
6,107
-32,026
-84% -$2.2M 0.02% 570
2021
Q3 		$2.4M Buy
38,133
+33,037
+648% +$2.23M 0.16% 152
2021
Q2 		$329K Sell
5,096
-33,029
-87% -$2.17M 0.02% 591
2021
Q1 		$2.35M Buy
38,125
+1,810
+5% +$107K 0.17% 140
2020
Q4 		$2.19M Buy
36,315
+25,184
+226% +$1.49M 0.15% 155
2020
Q3 		$655K Buy
11,131
+2,077
+23% +$123K 0.06% 322
2020
Q2 		$522K Buy
9,054
+3,258
+56% +$173K 0.05% 354
2020
Q1 		$280K Sell
5,796
-68
-1% -$4.74K 0.04% 371
2019
Q4 		$419K Buy
5,864
+983
+20% +$73.2K 0.04% 347
2019
Q3 		$363K Sell
4,881
-668
-12% -$46.8K 0.04% 346
2019
Q2 		$371K Sell
5,549
-125
-2% -$8.54K 0.04% 339
2019
Q1 		$405K Buy
5,674
+695
+14% +$46.1K 0.05% 309
2018
Q4 		$305K Buy
4,979
+370
+8% +$22.1K 0.04% 333
2018
Q3 		$254K Sell
4,609
-84
-2% -$4.63K 0.03% 430
2018
Q2 		$243K Sell
4,693
-382
-8% -$19.4K 0.03% 419
2018
Q1 		$255K Sell
5,075
-629
-11% -$31.3K 0.03% 399
2017
Q4 		$316K Buy
+5,704
New +$309K 0.04% 350

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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 $1.37T 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

Financial Advocates Investment Management's O Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Realty Income (O) in Q2 2025, closing a stake of 5,860 shares — an estimated $340K sold.

Financial Advocates Investment Management first reported a position in O in Q4 2017 and held it in 30 quarters. The position peaked at $2.77M in Q1 2022. 1,284 funds tracked by Wall St. Rank hold O as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,860 Realty Income shares in Q2 2025, an estimated $340K.
  • Financial Advocates Investment Management first reported a position in Realty Income in Q4 2017 and held it in 30 quarters.
  • Financial Advocates Investment Management's Realty Income position peaked at $2.77M in Q1 2022.
  • 1,284 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.