Lombard Odier Asset Management (Switzerland)’s Realty Income O Stock Holding History

Lombard Odier Asset Management (Switzerland)’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	–	Sell	-23,163	Closed	-$1.24M	–	278
2024 Q4	$1.24M	Sell	23,163 -2,283	-9%	-$133K	0.09%	193
2024 Q3	$1.61M	Buy	25,446 +4,927	+24%	+$293K	0.14%	160
2024 Q2	$1.08M	Buy	20,519 +542	+3%	+$28.9K	0.11%	155
2024 Q1	$1.08M	Buy	+19,977	New	+$1.08M	0.08%	220
2019 Q4	–	Sell	-4,043	Closed	-$300K	–	391
2019 Q3	$300K	Buy	4,043 +537	+15%	+$37.7K	0.03%	298
2019 Q2	$234K	Sell	3,506 -7,319	-68%	-$500K	0.02%	312
2019 Q1	$772K	Hold	10,825	–	–	0.08%	191
2018 Q4	$661K	Buy	+10,825	New	+$646K	0.08%	194
2015 Q4	–	Sell	-9,741	Closed	-$447K	–	459
2015 Q3	$447K	Buy	+9,741	New	+$440K	0.04%	186
2014 Q4	–	Sell	-16,976	Closed	-$674K	–	595
2014 Q3	$674K	Buy	16,976 +13,932	+458%	+$594K	0.02%	632
2014 Q2	$131K	Buy	+3,044	New	+$127K	0.01%	460

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s O Position: Q1 2025 in Review

Lombard Odier Asset Management (Switzerland) sold out of Realty Income (O) in Q1 2025, closing a stake of 23,163 shares — an estimated $1.24M sold.

Lombard Odier Asset Management (Switzerland) first reported a position in O in Q2 2014 and held it in 11 quarters. The position peaked at $1.61M in Q3 2024. 1,276 funds tracked by Wall St. Rank hold O as of Q1 2025.

Lombard Odier Asset Management (Switzerland) reported no remaining Realty Income position as of Q1 2025 after selling out during the quarter.
Lombard Odier Asset Management (Switzerland) sold 23,163 Realty Income shares in Q1 2025, an estimated $1.24M.
Lombard Odier Asset Management (Switzerland) first reported a position in Realty Income in Q2 2014 and held it in 11 quarters.
Lombard Odier Asset Management (Switzerland)'s Realty Income position peaked at $1.61M in Q3 2024.
1,276 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2025, filed 15 May 2025.