FIM
O icon

Freedom Investment Management’s Realty Income O Stock Holding History

Freedom 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
Q3 		– Sell
-3,893
Closed -$224K – 500
2025
Q2 		$224K Sell
3,893
-674
-15% -$38.1K 0.02% 681
2025
Q1 		$265K Sell
4,567
-2,392
-34% -$132K 0.02% 632
2024
Q4 		$372K Buy
6,959
+1,774
+34% +$103K 0.03% 520
2024
Q3 		$329K Sell
5,185
-567
-10% -$33.7K 0.03% 568
2024
Q2 		$304K Sell
5,752
-11,011
-66% -$588K 0.02% 594
2024
Q1 		$907K Sell
16,763
-1,507
-8% -$81.6K 0.07% 270
2023
Q4 		$1.05M Sell
18,270
-2,822
-13% -$148K 0.09% 233
2023
Q3 		$1.05M Sell
21,092
-3,411
-14% -$196K 0.13% 192
2023
Q2 		$1.47M Sell
24,503
-1,638
-6% -$100K 0.16% 149
2023
Q1 		$1.66M Sell
26,141
-1,162
-4% -$75.3K 0.19% 142
2022
Q4 		$1.73M Buy
27,303
+4,248
+18% +$264K 0.19% 134
2022
Q3 		$1.34M Buy
23,055
+155
+0.7% +$10.7K 0.15% 169
2022
Q2 		$1.56M Buy
22,900
+5,759
+34% +$396K 0.17% 160
2022
Q1 		$1.19M Buy
17,141
+12,694
+285% +$863K 0.11% 248
2021
Q4 		$318K Sell
4,447
-8,781
-66% -$604K 0.02% 654
2021
Q3 		$831K Sell
13,228
-7,435
-36% -$502K 0.06% 374
2021
Q2 		$1.34M Buy
20,663
+1,755
+9% +$115K 0.1% 248
2021
Q1 		$1.16M Buy
18,908
+1,249
+7% +$74K 0.09% 262
2020
Q4 		$1.06M Buy
17,659
+2,428
+16% +$144K 0.12% 179
2020
Q3 		$897K Sell
15,231
-435
-3% -$25.7K 0.1% 186
2020
Q2 		$903K Sell
15,666
-2,316
-13% -$123K 0.1% 178
2020
Q1 		$1.39M Sell
17,982
-4,797
-21% -$334K 0.12% 156
2019
Q4 		$1.63M Buy
22,779
+1,593
+8% +$119K 0.14% 146
2019
Q3 		$1.57M Sell
21,186
-886
-4% -$62.1K 0.14% 149
2019
Q2 		$1.48M Buy
22,072
+4,761
+28% +$325K 0.12% 167
2019
Q1 		$1.23M Sell
17,311
-3,847
-18% -$255K 0.1% 204
2018
Q4 		$1.29M Sell
21,158
-591
-3% -$35.3K 0.1% 215
2018
Q3 		$1.23M Buy
21,749
+350
+2% +$19.3K 0.08% 270
2018
Q2 		$1.11M Sell
21,399
-5,719
-21% -$290K 0.07% 311
2018
Q1 		$1.36M Buy
27,118
+20,370
+302% +$1.02M 0.07% 283
2017
Q4 		$373K Buy
6,748
+1,408
+26% +$76.4K 0.02% 777
2017
Q3 		$296K Buy
5,340
+958
+22% +$53.2K 0.02% 856
2017
Q2 		$234K Buy
4,382
+732
+20% +$40.5K 0.01% 920
2017
Q1 		$211K Buy
+3,650
New +$211K 0.01% 942
2016
Q4 		– Sell
-6,401
Closed -$415K – 1031
2016
Q3 		$415K Buy
6,401
+1,139
+22% +$75.2K 0.03% 506
2016
Q2 		$354K Sell
5,262
-2,408
-31% -$146K 0.02% 534
2016
Q1 		$465K Sell
7,670
-681
-8% -$37.9K 0.03% 422
2015
Q4 		$418K Buy
+8,351
New +$399K 0.03% 456

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freedom Investment Management's O Position: Q3 2025 in Review

Freedom Investment Management sold out of Realty Income (O) in Q3 2025, closing a stake of 3,893 shares — an estimated $224K sold.

Freedom Investment Management first reported a position in O in Q4 2015 and held it in 38 quarters. The position peaked at $1.73M in Q4 2022. 1,336 funds tracked by Wall St. Rank hold O as of Q3 2025.

  • Freedom Investment Management reported no remaining Realty Income position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 3,893 Realty Income shares in Q3 2025, an estimated $224K.
  • Freedom Investment Management first reported a position in Realty Income in Q4 2015 and held it in 38 quarters.
  • Freedom Investment Management's Realty Income position peaked at $1.73M in Q4 2022.
  • 1,336 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.