Kovitz Investment Group Partners’s Realty Income O Stock Holding History

Kovitz Investment Group 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 Q4	–	Sell	-110,096	Closed	-$6.69M	–	1043
2025 Q3	$6.69M	Buy	110,096 +2,884	+3%	+$168K	0.03%	403
2025 Q2	$6.18M	Buy	107,212 +20,544	+24%	+$1.16M	0.03%	409
2025 Q1	$5.03M	Buy	86,668 +7,549	+10%	+$418K	0.03%	409
2024 Q4	$4.23M	Buy	79,119 +75,957	+2,402%	+$4.42M	0.02%	431
2024 Q3	$201K	Buy	+3,162	New	+$188K	﹤0.01%	952
2023 Q3	–	Sell	-3,821	Closed	-$228K	–	406
2023 Q2	$228K	Buy	+3,821	New	+$233K	﹤0.01%	389

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kovitz Investment Group Partners's O Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Realty Income (O) in Q4 2025, closing a stake of 110,096 shares — an estimated $6.69M sold.

Kovitz Investment Group Partners first reported a position in O in Q2 2023 and held it in 6 quarters. The position peaked at $6.69M in Q3 2025. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 110,096 Realty Income shares in Q4 2025, an estimated $6.69M.
Kovitz Investment Group Partners first reported a position in Realty Income in Q2 2023 and held it in 6 quarters.
Kovitz Investment Group Partners's Realty Income position peaked at $6.69M in Q3 2025.
1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.