Groesbeck Investment Management’s Realty Income O Stock Holding History

Groesbeck Investment Management’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	-9,815	Closed	-$569K	–	78
2025 Q1	$569K	Hold	9,815	–	–	0.8%	43
2024 Q4	$524K	Buy	+9,815	New	+$572K	0.68%	47
2024 Q2	–	Sell	-9,815	Closed	-$531K	–	88
2024 Q1	$531K	Buy	+9,815	New	+$531K	0.57%	58
2022 Q2	–	Sell	-9,815	Closed	-$680K	–	101
2022 Q1	$680K	Buy	+9,815	New	+$667K	0.76%	47
2021 Q4	–	Sell	-10,129	Closed	-$637K	–	103
2021 Q3	$637K	Buy	+10,129	New	+$684K	0.74%	48
2016 Q4	–	Sell	-10,129	Closed	-$657K	–	98
2016 Q3	$657K	Buy	+10,129	New	+$669K	0.49%	51

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Groesbeck Investment Management's O Position: Q2 2025 in Review

Groesbeck Investment Management sold out of Realty Income (O) in Q2 2025, closing a stake of 9,815 shares — an estimated $569K sold.

Groesbeck Investment Management first reported a position in O in Q3 2016 and held it in 6 quarters. The position peaked at $680K in Q1 2022. 1,283 funds tracked by Wall St. Rank hold O as of Q2 2025.

Groesbeck Investment Management reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
Groesbeck Investment Management sold 9,815 Realty Income shares in Q2 2025, an estimated $569K.
Groesbeck Investment Management first reported a position in Realty Income in Q3 2016 and held it in 6 quarters.
Groesbeck Investment Management's Realty Income position peaked at $680K in Q1 2022.
1,283 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Groesbeck Investment Management's 13F filing for Q2 2025, filed 23 Oct 2025.