Guerra Advisors’s Realty Income O Stock Holding History

Guerra 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 Q3	$1.82K	Buy	+30	New	+$1.75K	﹤0.01%	549

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Guerra Advisors's O Position: Q3 2025 in Review

Guerra Advisors opened a new position in Realty Income (O) in Q3 2025: 30 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #549 among its holdings.

1,337 funds tracked by Wall St. Rank hold O as of Q3 2025.

Guerra Advisors held 30 shares of Realty Income worth $1.82K as of Q3 2025.
Realty Income was a new Guerra Advisors position in Q3 2025.
Realty Income made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #549 holding.
1,337 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.