LNWWM
O icon

Laird Norton Wetherby Wealth Management’s Realty Income O Stock Holding History

Laird Norton Wetherby 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 		$920K Sell
15,128
-1,368
-8% -$79.7K 0.04% 403
2025
Q2 		$950K Buy
+16,496
New +$933K 0.04% 375
2024
Q4 		$802K Buy
15,013
+2,850
+23% +$166K 0.04% 391
2024
Q3 		$771K Sell
12,163
-250
-2% -$14.9K 0.04% 425
2024
Q2 		$656K Sell
12,413
-438
-3% -$23.4K 0.03% 467
2024
Q1 		$695K Buy
12,851
+244
+2% +$13.2K 0.03% 458
2023
Q4 		$724K Buy
12,607
+1,752
+16% +$92K 0.04% 427
2023
Q3 		$542K Sell
10,855
-163
-1% -$9.37K 0.03% 496
2023
Q2 		$659K Sell
11,018
-1,028
-9% -$62.7K 0.04% 453
2023
Q1 		$763K Buy
12,046
+2,447
+25% +$159K 0.04% 399
2022
Q4 		$609K Buy
9,599
+1,526
+19% +$94.8K 0.04% 458
2022
Q3 		$470K Sell
8,073
-268
-3% -$18.5K 0.03% 518
2022
Q2 		$569K Buy
8,341
+2,765
+50% +$190K 0.04% 461
2022
Q1 		$386K Buy
5,576
+94
+2% +$6.39K 0.02% 601
2021
Q4 		$392K Buy
5,482
+1,722
+46% +$118K 0.02% 622
2021
Q3 		$236K Buy
3,760
+163
+5% +$11K 0.01% 801
2021
Q2 		$233K Sell
3,597
-18
-0.5% -$1.18K 0.01% 808
2021
Q1 		$222K Buy
3,615
+130
+4% +$7.7K 0.02% 712
2020
Q4 		$210K Sell
3,485
-82
-2% -$4.85K 0.01% 806
2020
Q3 		$210K Buy
+3,567
New +$211K 0.02% 634

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

Laird Norton Wetherby Wealth Management's O Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Realty Income (O) stake by 8.3% in Q3 2025, selling an estimated $79.7K and leaving 15,128 shares worth $920K. The position accounts for 0.04% of the portfolio, ranked #403.

Laird Norton Wetherby Wealth Management first reported a position in O in Q3 2020 and has held it in 20 quarters since. The position peaked at $950K in Q2 2025. 1,336 funds tracked by Wall St. Rank hold O as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 15,128 shares of Realty Income worth $920K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 1,368 Realty Income shares in Q3 2025, an estimated $79.7K.
  • Realty Income made up 0.04% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #403 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Realty Income in Q3 2020 and has held it in 20 quarters since.
  • Laird Norton Wetherby Wealth Management's Realty Income position peaked at $950K in Q2 2025.
  • 1,336 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.