FGC
O icon

Financial Gravity Companies’s Realty Income O Stock Holding History

Financial Gravity Companies’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 		$7.09K Buy
+123
New +$6.96K ﹤0.01% 631
2018
Q4 		$21K Buy
+326
New +$19.5K 0.02% 479
2018
Q1 		$44K Sell
893
-34
-4% -$1.69K 0.05% 344
2017
Q4 		$48K Buy
+927
New +$50.3K 0.06% 292

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

Financial Gravity Companies's O Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Realty Income (O) in Q2 2025: 123 shares worth $7.09K. The stake represents ﹤0.01% of the portfolio and ranks #631 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in O as recently as Q4 2018.

Financial Gravity Companies first reported a position in O in Q4 2017 and has held it in 4 quarters since. The position peaked at $48K in Q4 2017. 1,283 funds tracked by Wall St. Rank hold O as of Q2 2025.

  • Financial Gravity Companies held 123 shares of Realty Income worth $7.09K as of Q2 2025.
  • Realty Income was a new Financial Gravity Companies position in Q2 2025.
  • Realty Income made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #631 holding.
  • Financial Gravity Companies first reported a position in Realty Income in Q4 2017 and has held it in 4 quarters since.
  • Financial Gravity Companies's Realty Income position peaked at $48K in Q4 2017.
  • 1,283 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.