Laurel Wealth Advisors (North Carolina)’s Realty Income O Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-100	Closed	-$5.8K	–	513
2025 Q1	$5.8K	Hold	100	–	–	﹤0.01%	523
2024 Q4	$5.34K	Buy	+100	New	+$5.82K	﹤0.01%	548
2024 Q3	–	Sell	-10	Closed	-$529	–	735
2024 Q2	$529	Sell	10 -24	-71%	-$1.28K	﹤0.01%	610
2024 Q1	$1.84K	Buy	34 +24	+240%	+$1.3K	﹤0.01%	553
2023 Q4	$575	Hold	10	–	–	﹤0.01%	533
2023 Q3	$500	Buy	+10	New	+$575	﹤0.01%	543
2021 Q3	–	Sell	-516	Closed	-$33K	–	714
2021 Q2	$33K	Hold	516	–	–	0.01%	317
2021 Q1	$32K	Buy	516 +103	+25%	+$6.1K	0.01%	302
2020 Q4	$25K	Hold	413	–	–	0.01%	321
2020 Q3	$24K	Hold	413	–	–	0.01%	301
2020 Q2	$24K	Hold	413	–	–	0.01%	296
2020 Q1	$20K	Hold	413	–	–	0.01%	293
2019 Q4	$29K	Hold	413	–	–	0.01%	292
2019 Q3	$31K	Hold	413	–	–	0.01%	279
2019 Q2	$28K	Hold	413	–	–	0.01%	290
2019 Q1	$29K	Hold	413	–	–	0.01%	277
2018 Q4	$25K	Buy	+413	New	+$24.7K	0.01%	278

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

Laurel Wealth Advisors (North Carolina)'s O Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of Realty Income (O) in Q2 2025, closing a stake of 100 shares — an estimated $5.8K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in O in Q4 2018 and held it in 17 quarters. The position peaked at $33K in Q2 2021. 1,288 funds tracked by Wall St. Rank hold O as of Q2 2025.

Laurel Wealth Advisors (North Carolina) reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 100 Realty Income shares in Q2 2025, an estimated $5.8K.
Laurel Wealth Advisors (North Carolina) first reported a position in Realty Income in Q4 2018 and held it in 17 quarters.
Laurel Wealth Advisors (North Carolina)'s Realty Income position peaked at $33K in Q2 2021.
1,288 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.