GLA
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Good Life Advisors’s Realty Income O Stock Holding History

Good Life 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
Q1 		– Sell
-4,486
Closed -$240K – 514
2024
Q4 		$240K Sell
4,486
-42
-0.9% -$2.45K 0.02% 414
2024
Q3 		$287K Sell
4,528
-756
-14% -$45K 0.02% 478
2024
Q2 		$279K Sell
5,284
-231
-4% -$12.3K 0.02% 377
2024
Q1 		$298K Sell
5,515
-793
-13% -$42.9K 0.03% 349
2023
Q4 		$362K Buy
6,308
+467
+8% +$24.5K 0.04% 297
2023
Q3 		$292K Sell
5,841
-18,387
-76% -$1.06M 0.03% 315
2023
Q2 		$1.45M Buy
24,228
+2,786
+13% +$170K 0.16% 119
2023
Q1 		$1.36M Buy
21,442
+81
+0.4% +$5.25K 0.17% 116
2022
Q4 		$1.35M Buy
+21,361
New +$1.33M 0.19% 112
2018
Q2 		– Sell
-5,336
Closed -$265K – 242
2018
Q1 		$265K Sell
5,336
-551
-9% -$27.5K 0.09% 170
2017
Q4 		$313K Buy
5,887
+48
+0.8% +$2.6K 0.1% 154
2017
Q3 		$321K Sell
5,839
-1,060
-15% -$58.9K 0.12% 137
2017
Q2 		$359K Buy
6,899
+1,197
+21% +$66.2K 0.16% 117
2017
Q1 		$331K Sell
5,702
-233
-4% -$13.5K 0.16% 120
2016
Q4 		$338K Buy
+5,935
New +$333K 0.2% 87

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Good Life Advisors's O Position: Q1 2025 in Review

Good Life Advisors sold out of Realty Income (O) in Q1 2025, closing a stake of 4,486 shares — an estimated $240K sold.

Good Life Advisors first reported a position in O in Q4 2016 and held it in 15 quarters. The position peaked at $1.45M in Q2 2023. 1,277 funds tracked by Wall St. Rank hold O as of Q1 2025.

  • Good Life Advisors reported no remaining Realty Income position as of Q1 2025 after selling out during the quarter.
  • Good Life Advisors sold 4,486 Realty Income shares in Q1 2025, an estimated $240K.
  • Good Life Advisors first reported a position in Realty Income in Q4 2016 and held it in 15 quarters.
  • Good Life Advisors's Realty Income position peaked at $1.45M in Q2 2023.
  • 1,277 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on Good Life Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.