FGP
O icon

Freestone Grove Partners’s Realty Income O Stock Holding History

Freestone Grove Partners’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
-11,845
Closed -$687K – 803
2025
Q1 		$687K Sell
11,845
-19,818
-63% -$1.1M 0.01% 381
2024
Q4 		$1.69M Buy
+31,663
New +$1.84M 0.02% 273

Other funds holding O

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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

Freestone Grove Partners's O Position: Q2 2025 in Review

Freestone Grove Partners sold out of Realty Income (O) in Q2 2025, closing a stake of 11,845 shares — an estimated $687K sold.

Freestone Grove Partners first reported a position in O in Q4 2024 and held it in 2 quarters. The position peaked at $1.69M in Q4 2024. 1,283 funds tracked by Wall St. Rank hold O as of Q2 2025.

  • Freestone Grove Partners reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 11,845 Realty Income shares in Q2 2025, an estimated $687K.
  • Freestone Grove Partners first reported a position in Realty Income in Q4 2024 and held it in 2 quarters.
  • Freestone Grove Partners's Realty Income position peaked at $1.69M in Q4 2024.
  • 1,283 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Freestone Grove Partners's 13F filing for Q2 2025, filed 14 Aug 2025.