GIA
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Guyasuta Investment Advisors’s Realty Income O Stock Holding History

Guyasuta Investment 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
-3,748
Closed -$200K – 269
2024
Q4 		$200K Buy
3,748
+522
+16% +$30.4K 0.01% 262
2024
Q3 		$205K Sell
3,226
-2,813
-47% -$167K 0.01% 265
2024
Q2 		$347K Hold
6,039
– – 0.03% 175
2024
Q1 		$347K Hold
6,039
– – 0.03% 175
2023
Q4 		$347K Sell
6,039
-1,335
-18% -$70.1K 0.03% 175
2023
Q3 		$368K Buy
7,374
+246
+3% +$14.1K 0.03% 167
2023
Q2 		$426K Sell
7,128
-1,010
-12% -$61.6K 0.03% 166
2023
Q1 		$515K Sell
8,138
-250
-3% -$16.2K 0.04% 150
2022
Q4 		$532K Buy
8,388
+13
+0.2% +$807 0.04% 136
2022
Q3 		$487K Hold
8,375
– – 0.04% 140
2022
Q2 		$572K Buy
8,375
+286
+4% +$19.6K 0.04% 157
2022
Q1 		$561K Buy
8,089
+71
+0.9% +$4.83K 0.04% 180
2021
Q4 		$574K Buy
8,018
+4,734
+144% +$326K 0.04% 180
2021
Q3 		$206K Hold
3,284
– – 0.01% 259
2021
Q2 		$212K Buy
+3,284
New +$216K 0.02% 256

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 $3.38T AUM 44.17% 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

Guyasuta Investment Advisors's O Position: Q1 2025 in Review

Guyasuta Investment Advisors sold out of Realty Income (O) in Q1 2025, closing a stake of 3,748 shares — an estimated $200K sold.

Guyasuta Investment Advisors first reported a position in O in Q2 2021 and held it in 15 quarters. The position peaked at $574K in Q4 2021. 1,279 funds tracked by Wall St. Rank hold O as of Q1 2025.

  • Guyasuta Investment Advisors reported no remaining Realty Income position as of Q1 2025 after selling out during the quarter.
  • Guyasuta Investment Advisors sold 3,748 Realty Income shares in Q1 2025, an estimated $200K.
  • Guyasuta Investment Advisors first reported a position in Realty Income in Q2 2021 and held it in 15 quarters.
  • Guyasuta Investment Advisors's Realty Income position peaked at $574K in Q4 2021.
  • 1,279 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on Guyasuta Investment Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.