Gillson Capital’s Realty Income O Stock Holding History

Gillson Capital’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 Q1	–	Sell	-151,700	Closed	-$8.1M	–	81
2024 Q4	$8.1M	Buy	+151,700	New	+$8.83M	0.73%	48
2020 Q2	–	Sell	-86,735	Closed	-$4.19M	–	72
2020 Q1	$4.19M	Buy	+86,735	New	+$6.04M	0.71%	42

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Gillson Capital's O Position: Q1 2025 in Review

Gillson Capital sold out of Realty Income (O) in Q1 2025, closing a stake of 151,700 shares — an estimated $8.1M sold.

Gillson Capital first reported a position in O in Q1 2020 and held it in 2 quarters. The position peaked at $8.1M in Q4 2024. 1,278 funds tracked by Wall St. Rank hold O as of Q1 2025.

Gillson Capital reported no remaining Realty Income position as of Q1 2025 after selling out during the quarter.
Gillson Capital sold 151,700 Realty Income shares in Q1 2025, an estimated $8.1M.
Gillson Capital first reported a position in Realty Income in Q1 2020 and held it in 2 quarters.
Gillson Capital's Realty Income position peaked at $8.1M in Q4 2024.
1,278 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on Gillson Capital's 13F filing for Q1 2025, filed 15 May 2025.