FWA
O icon

FSC Wealth Advisors’s Realty Income O Stock Holding History

FSC Wealth Advisors’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
-613
Closed -$35.5K – 188
2025
Q1 		$35.5K Buy
613
+455
+288% +$25.2K 0.02% 134
2024
Q4 		$8.46K Sell
158
-11
-7% -$641 0.01% 210
2024
Q3 		$10.7K Buy
169
+2
+1% +$119 0.01% 191
2024
Q2 		$8.81K Buy
167
+1
+0.6% +$53 0.01% 200
2024
Q1 		$8.98K Sell
166
-101
-38% -$5.47K 0.01% 204
2023
Q4 		$15.3K Buy
267
+100
+60% +$5.25K 0.01% 171
2023
Q3 		$8.34K Buy
+167
New +$9.6K 0.01% 180

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FSC Wealth Advisors's O Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Realty Income (O) in Q2 2025, closing a stake of 613 shares — an estimated $35.5K sold.

FSC Wealth Advisors first reported a position in O in Q3 2023 and held it in 7 quarters. The position peaked at $35.5K in Q1 2025. 1,288 funds tracked by Wall St. Rank hold O as of Q2 2025.

  • FSC Wealth Advisors reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 613 Realty Income shares in Q2 2025, an estimated $35.5K.
  • FSC Wealth Advisors first reported a position in Realty Income in Q3 2023 and held it in 7 quarters.
  • FSC Wealth Advisors's Realty Income position peaked at $35.5K in Q1 2025.
  • 1,288 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.