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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Realty Income O Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-608
Closed -$37K – 585
2025
Q3 		$37K Buy
+608
New +$35.4K 0.01% 309

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Morgan Stanley
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Bank of America
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $481B AUM 30.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s O Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Realty Income (O) in Q4 2025, closing a stake of 608 shares — an estimated $37K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in O in Q3 2025 and held it in 1 quarter. The position peaked at $37K in Q3 2025. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 608 Realty Income shares in Q4 2025, an estimated $37K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Realty Income in Q3 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Realty Income position peaked at $37K in Q3 2025.
  • 1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.