Global Retirement Partners’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.21M | Buy |
57,010
+7,500
| +15% | +$434K | 0.06% | 306 |
|
|
2025
Q3 | $3.01M | Sell |
49,510
-121
| -0.2% | -$7.05K | 0.07% | 266 |
|
|
2025
Q2 | $2.86M | Buy |
+49,631
| New | +$2.81M | 0.07% | 250 |
|
|
2024
Q4 | $2.24M | Buy |
41,990
+21,302
| +103% | +$1.24M | 0.06% | 278 |
|
|
2024
Q3 | $1.31M | Buy |
20,688
+3,021
| +17% | +$180K | 0.04% | 372 |
|
|
2024
Q2 | $933K | Buy |
17,667
+925
| +6% | +$49.4K | 0.03% | 439 |
|
|
2024
Q1 | $906K | Buy |
16,742
+2,197
| +15% | +$119K | 0.03% | 384 |
|
|
2023
Q4 | $849K | Sell |
14,545
-214
| -1% | -$11.2K | 0.04% | 372 |
|
|
2023
Q3 | $732K | Sell |
14,759
-529
| -3% | -$30.4K | 0.04% | 362 |
|
|
2023
Q2 | $914K | Buy |
15,288
+151
| +1% | +$9.21K | 0.04% | 329 |
|
|
2023
Q1 | $923K | Buy |
15,137
+1,301
| +9% | +$84.3K | 0.05% | 315 |
|
|
2022
Q4 | $878K | Buy |
13,836
+1,454
| +12% | +$90.3K | 0.06% | 276 |
|
|
2022
Q3 | $771K | Sell |
12,382
-655
| -5% | -$45.2K | 0.06% | 289 |
|
|
2022
Q2 | $890K | Sell |
13,037
-209
| -2% | -$14.4K | 0.07% | 260 |
|
|
2022
Q1 | $907K | Buy |
+13,246
| New | +$901K | 0.07% | 254 |
|
|
2021
Q4 | – | Sell |
-8,775
| Closed | -$552K | – | 1281 |
|
|
2021
Q3 | $552K | Sell |
8,775
-127
| -1% | -$8.57K | 0.05% | 287 |
|
|
2021
Q2 | $576K | Sell |
8,902
-34
| -0.4% | -$2.23K | 0.06% | 265 |
|
|
2021
Q1 | $550K | Sell |
8,936
-188
| -2% | -$11.1K | 0.06% | 248 |
|
|
2020
Q4 | $550K | Buy |
9,124
+376
| +4% | +$22.2K | 0.07% | 228 |
|
|
2020
Q3 | $515K | Buy |
8,748
+236
| +3% | +$14K | 0.08% | 231 |
|
|
2020
Q2 | $491K | Buy |
8,512
+771
| +10% | +$41.1K | 0.08% | 219 |
|
|
2020
Q1 | $374K | Sell |
7,741
-98
| -1% | -$6.83K | 0.07% | 231 |
|
|
2019
Q4 | $559K | Buy |
7,839
+12
| +0.2% | +$894 | 0.09% | 214 |
|
|
2019
Q3 | $582K | Buy |
7,827
+773
| +11% | +$54.2K | 0.1% | 193 |
|
|
2019
Q2 | $471K | Buy |
7,054
+3,526
| +100% | +$241K | 0.09% | 190 |
|
|
2019
Q1 | $252K | Sell |
3,528
-3,484
| -50% | -$231K | 0.06% | 261 |
|
|
2018
Q4 | $428K | Buy |
7,012
+189
| +3% | +$11.3K | 0.11% | 184 |
|
|
2018
Q3 | $376K | Buy |
6,823
+259
| +4% | +$14.3K | 0.09% | 211 |
|
|
2018
Q2 | $342K | Buy |
6,564
+220
| +3% | +$11.1K | 0.09% | 210 |
|
|
2018
Q1 | $318K | Buy |
6,344
+1,057
| +20% | +$52.7K | 0.09% | 216 |
|
|
2017
Q4 | $292K | Buy |
5,287
+70
| +1% | +$3.8K | 0.08% | 213 |
|
|
2017
Q3 | $289K | Buy |
5,217
+450
| +9% | +$25K | 0.12% | 172 |
|
|
2017
Q2 | $255K | Buy |
4,767
+2,834
| +147% | +$157K | 0.12% | 167 |
|
|
2017
Q1 | $111K | Buy |
1,933
+723
| +60% | +$41.9K | 0.06% | 261 |
|
|
2016
Q4 | $67K | Buy |
+1,210
| New | +$67.9K | 0.05% | 312 |
|
Other funds holding O
Global Retirement Partners's O Position: Q4 2025 in Review
Global Retirement Partners increased its Realty Income (O) stake by 15% in Q4 2025, buying an estimated $434K and bringing the position to 57,010 shares worth $3.21M. The position accounts for 0.06% of the portfolio, ranked #306.
Global Retirement Partners first reported a position in O in Q4 2016 and has held it in 35 quarters since. 1,364 funds tracked by Wall St. Rank hold O as of Q4 2025.
- Global Retirement Partners held 57,010 shares of Realty Income worth $3.21M as of Q4 2025.
- Global Retirement Partners bought 7,500 Realty Income shares in Q4 2025, an estimated $434K.
- Realty Income made up 0.06% of Global Retirement Partners's portfolio in Q4 2025, its #306 holding.
- Global Retirement Partners first reported a position in Realty Income in Q4 2016 and has held it in 35 quarters since.
- 1,364 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.