LC
O icon

Lindbrook Capital’s Realty Income O Stock Holding History

Lindbrook Capital’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
Q1 		$308K Buy
5,309
+2,881
+119% +$159K 0.03% 311
2024
Q4 		$130K Buy
2,428
+85
+4% +$4.95K 0.01% 482
2024
Q3 		$149K Buy
2,343
+386
+20% +$23K 0.01% 456
2024
Q2 		$103K Buy
1,957
+374
+24% +$20K 0.01% 533
2024
Q1 		$85.6K Buy
1,583
+25
+2% +$1.35K 0.01% 583
2023
Q4 		$89.5K Sell
1,558
-400
-20% -$21K 0.01% 558
2023
Q3 		$97.8K Buy
1,958
+143
+8% +$8.22K 0.01% 477
2023
Q2 		$109K Sell
1,815
-111
-6% -$6.77K 0.01% 464
2023
Q1 		$122K Sell
1,926
-2,558
-57% -$166K 0.01% 430
2022
Q4 		$284K Sell
4,484
-1,497
-25% -$93K 0.04% 261
2022
Q3 		$348K Buy
5,981
+651
+12% +$44.9K 0.06% 191
2022
Q2 		$364K Sell
5,330
-3,388
-39% -$233K 0.06% 192
2022
Q1 		$604K Buy
8,718
+949
+12% +$64.5K 0.09% 139
2021
Q4 		$556K Buy
7,769
+4,290
+123% +$295K 0.08% 147
2021
Q3 		$219K Buy
3,479
+52
+2% +$3.51K 0.06% 134
2021
Q2 		$222K Sell
3,427
-19
-0.6% -$1.25K 0.05% 151
2021
Q1 		$212K Buy
3,446
+784
+29% +$46.4K 0.05% 147
2020
Q4 		$160K Buy
2,662
+1,413
+113% +$83.5K 0.04% 169
2020
Q3 		$74K Buy
1,249
+35
+3% +$2.07K 0.02% 266
2020
Q2 		$70K Buy
1,214
+23
+2% +$1.23K 0.02% 282
2020
Q1 		$58K Buy
1,191
+581
+95% +$40.5K 0.02% 287
2019
Q4 		$44K Hold
610
– – 0.02% 484
2019
Q3 		$45K Sell
610
-68
-10% -$4.77K 0.02% 457
2019
Q2 		$45K Hold
678
– – 0.02% 456
2019
Q1 		$48K Hold
678
– – 0.02% 425
2018
Q4 		$41K Buy
+678
New +$40.5K 0.02% 408

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 $3.37T AUM 44.26% 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 $37.4B AUM 35.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lindbrook Capital's O Position: Q1 2025 in Review

Lindbrook Capital increased its Realty Income (O) stake by 119% in Q1 2025, buying an estimated $159K and bringing the position to 5,309 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #311.

Lindbrook Capital first reported a position in O in Q4 2018 and has held it in 26 quarters since. The position peaked at $604K in Q1 2022. 1,276 funds tracked by Wall St. Rank hold O as of Q1 2025.

  • Lindbrook Capital held 5,309 shares of Realty Income worth $308K as of Q1 2025.
  • Lindbrook Capital bought 2,881 Realty Income shares in Q1 2025, an estimated $159K.
  • Realty Income made up 0.03% of Lindbrook Capital's portfolio in Q1 2025, its #311 holding.
  • Lindbrook Capital first reported a position in Realty Income in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Realty Income position peaked at $604K in Q1 2022.
  • 1,276 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.