HHGA
O icon

Halbert Hargrove Global Advisors’s Realty Income O Stock Holding History

Halbert Hargrove Global 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
Q4 		– Sell
-47
Closed -$2.86K – 628
2025
Q3 		$2.86K Buy
+47
New +$2.74K ﹤0.01% 500
2025
Q2 		– Sell
-85
Closed -$4.93K – 539
2025
Q1 		$4.93K Buy
+85
New +$4.71K ﹤0.01% 312

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Halbert Hargrove Global Advisors's O Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Realty Income (O) in Q4 2025, closing a stake of 47 shares — an estimated $2.86K sold.

Halbert Hargrove Global Advisors first reported a position in O in Q1 2025 and held it in 2 quarters. The position peaked at $4.93K in Q1 2025. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 47 Realty Income shares in Q4 2025, an estimated $2.86K.
  • Halbert Hargrove Global Advisors first reported a position in Realty Income in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Realty Income position peaked at $4.93K in Q1 2025.
  • 1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.