KWM
O icon

Kiker Wealth Management’s Realty Income O Stock Holding History

Kiker 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
Q3 		– Sell
-844
Closed -$48.6K – 510
2025
Q2 		$48.6K Sell
844
-805
-49% -$45.5K 0.03% 200
2025
Q1 		$95.6K Buy
+1,649
New +$91.3K 0.07% 132

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kiker Wealth Management's O Position: Q3 2025 in Review

Kiker Wealth Management sold out of Realty Income (O) in Q3 2025, closing a stake of 844 shares — an estimated $48.6K sold.

Kiker Wealth Management first reported a position in O in Q1 2025 and held it in 2 quarters. The position peaked at $95.6K in Q1 2025. 1,336 funds tracked by Wall St. Rank hold O as of Q3 2025.

  • Kiker Wealth Management reported no remaining Realty Income position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 844 Realty Income shares in Q3 2025, an estimated $48.6K.
  • Kiker Wealth Management first reported a position in Realty Income in Q1 2025 and held it in 2 quarters.
  • Kiker Wealth Management's Realty Income position peaked at $95.6K in Q1 2025.
  • 1,336 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.