GC Wealth Management RIA’s Realty Income O Stock Holding History

GC Wealth Management RIA’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	-19,733	Closed	-$1.2M	–	750
2025 Q3	$1.2M	Buy	19,733 +7,374	+60%	+$430K	0.04%	286
2025 Q2	$712K	Buy	12,359 +4,495	+57%	+$254K	0.06%	256
2025 Q1	$456K	Buy	7,864 +20	+0.3%	+$1.11K	0.08%	193
2024 Q4	$419K	Sell	7,844 -1,467	-16%	-$85.4K	0.07%	201
2024 Q3	$591K	Buy	9,311 +127	+1%	+$7.56K	0.1%	170
2024 Q2	$485K	Buy	9,184 +4,478	+95%	+$239K	0.1%	173
2024 Q1	$255K	Buy	4,706 +384	+9%	+$20.8K	0.05%	244
2023 Q4	$248K	Buy	+4,322	New	+$227K	0.11%	183

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GC Wealth Management RIA's O Position: Q4 2025 in Review

GC Wealth Management RIA sold out of Realty Income (O) in Q4 2025, closing a stake of 19,733 shares — an estimated $1.2M sold.

GC Wealth Management RIA first reported a position in O in Q4 2023 and held it in 8 quarters. The position peaked at $1.2M in Q3 2025. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

GC Wealth Management RIA reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
GC Wealth Management RIA sold 19,733 Realty Income shares in Q4 2025, an estimated $1.2M.
GC Wealth Management RIA first reported a position in Realty Income in Q4 2023 and held it in 8 quarters.
GC Wealth Management RIA's Realty Income position peaked at $1.2M in Q3 2025.
1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.