GWANC
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Guardian Wealth Advisors (North Carolina)’s Realty Income O Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-4,353
Closed -$265K – 377
2025
Q3 		$265K Buy
4,353
+265
+6% +$15.4K 0.02% 304
2025
Q2 		$236K Buy
+4,088
New +$231K 0.02% 302

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

Guardian Wealth Advisors (North Carolina)'s O Position: Q4 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of Realty Income (O) in Q4 2025, closing a stake of 4,353 shares — an estimated $265K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in O in Q2 2025 and held it in 2 quarters. The position peaked at $265K in Q3 2025. 1,364 funds tracked by Wall St. Rank hold O as of Q4 2025.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 4,353 Realty Income shares in Q4 2025, an estimated $265K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Realty Income in Q2 2025 and held it in 2 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Realty Income position peaked at $265K in Q3 2025.
  • 1,364 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2025, filed 17 Feb 2026.