GWSG
O icon

GPS Wealth Strategies Group’s Realty Income O Stock Holding History

GPS Wealth Strategies Group’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 		$8.91K Sell
158
-26
-14% -$1.5K 0.01% 402
2025
Q3 		$11.2K Hold
184
– – ﹤0.01% 1057
2025
Q2 		$10.6K Hold
184
– – ﹤0.01% 1016
2025
Q1 		$10.7K Sell
184
-299
-62% -$16.6K ﹤0.01% 983
2024
Q4 		$25.8K Sell
483
-455
-49% -$26.5K ﹤0.01% 729
2024
Q3 		$59.5K Sell
938
-314
-25% -$18.7K 0.01% 544
2024
Q2 		$66.1K Sell
1,252
-405
-24% -$21.6K 0.01% 480
2024
Q1 		$89.6K Hold
1,657
– – 0.01% 407
2023
Q4 		$95.1K Sell
1,657
-50
-3% -$2.63K 0.02% 370
2023
Q3 		$85.2K Buy
1,707
+341
+25% +$19.6K 0.02% 389
2023
Q2 		$81.7K Hold
1,366
– – 0.02% 399
2023
Q1 		$86.5K Buy
+1,366
New +$88.5K 0.02% 381
2022
Q4 		– Sell
-386
Closed -$22K – 768
2022
Q3 		$22K Hold
386
– – 0.01% 602
2022
Q2 		$26K Hold
386
– – 0.01% 566
2022
Q1 		$27K Buy
386
+15
+4% +$1.02K 0.01% 540
2021
Q4 		$27K Buy
371
+232
+167% +$16K 0.01% 528
2021
Q3 		$9K Hold
139
– – ﹤0.01% 741
2021
Q2 		$9K Buy
139
+25
+22% +$1.64K ﹤0.01% 758
2021
Q1 		$6K Buy
+114
New +$6.75K ﹤0.01% 753

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GPS Wealth Strategies Group's O Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Realty Income (O) stake by 14% in Q4 2025, selling an estimated $1.5K and leaving 158 shares worth $8.91K. The position accounts for 0.01% of the portfolio, ranked #402.

GPS Wealth Strategies Group first reported a position in O in Q1 2021 and has held it in 19 quarters since. The position peaked at $95.1K in Q4 2023. 1,364 funds tracked by Wall St. Rank hold O as of Q4 2025.

  • GPS Wealth Strategies Group held 158 shares of Realty Income worth $8.91K as of Q4 2025.
  • GPS Wealth Strategies Group sold 26 Realty Income shares in Q4 2025, an estimated $1.5K.
  • Realty Income made up 0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #402 holding.
  • GPS Wealth Strategies Group first reported a position in Realty Income in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's Realty Income position peaked at $95.1K in Q4 2023.
  • 1,364 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.