GFPC
O icon

Global Financial Private Client’s Realty Income O Stock Holding History

Global Financial Private Client’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
-310
Closed -$18K – 1156
2025
Q1 		$18K Hold
310
– – 0.01% 470
2024
Q4 		$16.6K Hold
310
– – 0.01% 460
2024
Q3 		$19.7K Buy
+310
New +$18.4K 0.01% 434
2024
Q2 		– Sell
-111
Closed -$5.93K – 708
2024
Q1 		$5.93K Buy
+111
New +$6.01K ﹤0.01% 506
2020
Q1 		– Sell
-189
Closed -$13.5K – 546
2019
Q4 		$13.5K Buy
+189
New +$14.1K 0.01% 361

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 $3.37T AUM 44.26% 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

Global Financial Private Client's O Position: Q2 2025 in Review

Global Financial Private Client sold out of Realty Income (O) in Q2 2025, closing a stake of 310 shares — an estimated $18K sold.

Global Financial Private Client first reported a position in O in Q4 2019 and held it in 5 quarters. The position peaked at $19.7K in Q3 2024. 1,286 funds tracked by Wall St. Rank hold O as of Q2 2025.

  • Global Financial Private Client reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 310 Realty Income shares in Q2 2025, an estimated $18K.
  • Global Financial Private Client first reported a position in Realty Income in Q4 2019 and held it in 5 quarters.
  • Global Financial Private Client's Realty Income position peaked at $19.7K in Q3 2024.
  • 1,286 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.