Horizon Financial Services’s Realty Income O Stock Holding History

Horizon Financial Services’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	-11	Closed	-$669	–	372
2025 Q3	$669	Buy	+11	New	+$641	﹤0.01%	335

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Horizon Financial Services's O Position: Q4 2025 in Review

Horizon Financial Services sold out of Realty Income (O) in Q4 2025, closing a stake of 11 shares — an estimated $669 sold.

Horizon Financial Services first reported a position in O in Q3 2025 and held it in 1 quarter. The position peaked at $669 in Q3 2025. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

Horizon Financial Services reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
Horizon Financial Services sold 11 Realty Income shares in Q4 2025, an estimated $669.
Horizon Financial Services first reported a position in Realty Income in Q3 2025 and held it in 1 quarter.
Horizon Financial Services's Realty Income position peaked at $669 in Q3 2025.
1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Horizon Financial Services's 13F filing for Q4 2025, filed 12 Jan 2026.