KGP
O icon

Keystone Global Partners’s Realty Income O Stock Holding History

Keystone Global Partners’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
Q3 		– Sell
-449
Closed -$25.9K – 120
2025
Q2 		$25.9K Hold
449
– – 0.01% 93
2025
Q1 		$26.1K Buy
+449
New +$24.9K 0.02% 93

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Keystone Global Partners's O Position: Q3 2025 in Review

Keystone Global Partners sold out of Realty Income (O) in Q3 2025, closing a stake of 449 shares — an estimated $25.9K sold.

Keystone Global Partners first reported a position in O in Q1 2025 and held it in 2 quarters. The position peaked at $26.1K in Q1 2025. 1,342 funds tracked by Wall St. Rank hold O as of Q3 2025.

  • Keystone Global Partners reported no remaining Realty Income position as of Q3 2025 after selling out during the quarter.
  • Keystone Global Partners sold 449 Realty Income shares in Q3 2025, an estimated $25.9K.
  • Keystone Global Partners first reported a position in Realty Income in Q1 2025 and held it in 2 quarters.
  • Keystone Global Partners's Realty Income position peaked at $26.1K in Q1 2025.
  • 1,342 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on Keystone Global Partners's 13F filing for Q3 2025, filed 20 Oct 2025.