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LPF Advisors’s Realty Income O Stock Holding History

LPF Advisors’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 		$212K Buy
+3,650
New +$202K 0.17% 30
2024
Q4 		– Sell
-3,544
Closed -$225K – 37
2024
Q3 		$225K Buy
+3,544
New +$211K 0.19% 32

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 $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

LPF Advisors's O Position: Q1 2025 in Review

LPF Advisors opened a new position in Realty Income (O) in Q1 2025: 3,650 shares worth $212K. The stake represents 0.17% of the portfolio and ranks #30 among its holdings. This is a return to the name: LPF Advisors previously reported a position in O as recently as Q3 2024.

LPF Advisors first reported a position in O in Q3 2024 and has held it in 2 quarters since. The position peaked at $225K in Q3 2024. 1,276 funds tracked by Wall St. Rank hold O as of Q1 2025.

  • LPF Advisors held 3,650 shares of Realty Income worth $212K as of Q1 2025.
  • Realty Income was a new LPF Advisors position in Q1 2025.
  • Realty Income made up 0.17% of LPF Advisors's portfolio in Q1 2025, its #30 holding.
  • LPF Advisors first reported a position in Realty Income in Q3 2024 and has held it in 2 quarters since.
  • LPF Advisors's Realty Income position peaked at $225K in Q3 2024.
  • 1,276 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.