Iron Horse Wealth Management’s Realty Income O Stock Holding History

Iron Horse Wealth Management’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	$7.37K	Hold	128	–	–	﹤0.01%	327
2025 Q1	$7.42K	Buy	128 +68	+113%	+$3.76K	﹤0.01%	309
2024 Q4	$3.21K	Buy	60 +20	+50%	+$1.17K	﹤0.01%	345
2024 Q3	$2.54K	Buy	40 +20	+100%	+$1.19K	﹤0.01%	358
2024 Q2	$1.06K	Hold	20	–	–	﹤0.01%	410
2024 Q1	$1.08K	Buy	+20	New	+$1.08K	﹤0.01%	395
2023 Q2	–	Sell	-63	Closed	-$3.99K	–	338
2023 Q1	$3.99K	Sell	63 -250	-80%	-$16.2K	﹤0.01%	215
2022 Q4	$20K	Buy	+313	New	+$19.4K	0.01%	107
2022 Q3	–	Sell	-228	Closed	-$16K	–	230
2022 Q2	$16K	Buy	228 +3	+1%	+$206	0.01%	111
2022 Q1	$16K	Buy	+225	New	+$15.3K	0.01%	116

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

Iron Horse Wealth Management's O Position: Q2 2025 in Review

Iron Horse Wealth Management held its Realty Income (O) position steady in Q2 2025 at 128 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Iron Horse Wealth Management first reported a position in O in Q1 2022 and has held it in 10 quarters since. The position peaked at $20K in Q4 2022. 1,288 funds tracked by Wall St. Rank hold O as of Q2 2025.

Iron Horse Wealth Management held 128 shares of Realty Income worth $7.37K as of Q2 2025.
Iron Horse Wealth Management left its Realty Income share count unchanged in Q2 2025.
Realty Income made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #327 holding.
Iron Horse Wealth Management first reported a position in Realty Income in Q1 2022 and has held it in 10 quarters since.
Iron Horse Wealth Management's Realty Income position peaked at $20K in Q4 2022.
1,288 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.