Heartwood Wealth Advisors’s Realty Income O Stock Holding History

Heartwood Wealth 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	-477	Closed	-$29K	–	476
2025 Q3	$29K	Buy	+477	New	+$27.8K	﹤0.01%	337

Other funds holding O

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Heartwood Wealth Advisors's O Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Realty Income (O) in Q4 2025, closing a stake of 477 shares — an estimated $29K sold.

Heartwood Wealth Advisors first reported a position in O in Q3 2025 and held it in 1 quarter. The position peaked at $29K in Q3 2025. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 477 Realty Income shares in Q4 2025, an estimated $29K.
Heartwood Wealth Advisors first reported a position in Realty Income in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Realty Income position peaked at $29K in Q3 2025.
1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.