FI
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Financial Insights’s Realty Income O Stock Holding History

Financial Insights’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
-3,398
Closed -$207K – 140
2025
Q3 		$207K Buy
+3,398
New +$198K 0.07% 137
2021
Q3 		– Sell
-929
Closed -$60.1K – 177
2021
Q2 		$60.1K Buy
+929
New +$61K 0.05% 143

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Insights's O Position: Q4 2025 in Review

Financial Insights sold out of Realty Income (O) in Q4 2025, closing a stake of 3,398 shares — an estimated $207K sold.

Financial Insights first reported a position in O in Q2 2021 and held it in 2 quarters. The position peaked at $207K in Q3 2025. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

  • Financial Insights reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
  • Financial Insights sold 3,398 Realty Income shares in Q4 2025, an estimated $207K.
  • Financial Insights first reported a position in Realty Income in Q2 2021 and held it in 2 quarters.
  • Financial Insights's Realty Income position peaked at $207K in Q3 2025.
  • 1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Financial Insights's 13F filing for Q4 2025, filed 1 Apr 2026.