Helium Advisors’s Realty Income O Stock Holding History

Helium 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 Q2	–	Sell	-4,148	Closed	-$241K	–	109
2025 Q1	$241K	Buy	4,148 +100	+2%	+$5.54K	0.18%	86
2024 Q4	$216K	Buy	+4,048	New	+$236K	0.17%	90

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

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

Helium Advisors's O Position: Q2 2025 in Review

Helium Advisors sold out of Realty Income (O) in Q2 2025, closing a stake of 4,148 shares — an estimated $241K sold.

Helium Advisors first reported a position in O in Q4 2024 and held it in 2 quarters. The position peaked at $241K in Q1 2025. 1,283 funds tracked by Wall St. Rank hold O as of Q2 2025.

Helium Advisors reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
Helium Advisors sold 4,148 Realty Income shares in Q2 2025, an estimated $241K.
Helium Advisors first reported a position in Realty Income in Q4 2024 and held it in 2 quarters.
Helium Advisors's Realty Income position peaked at $241K in Q1 2025.
1,283 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Helium Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.