Marcum Wealth’s Realty Income O Stock Holding History

Marcum Wealth’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	$302K	Buy	5,213 +390	+8%	+$21.6K	0.03%	277
2024 Q4	$258K	Sell	4,823 -1,227	-20%	-$71.5K	0.02%	312
2024 Q3	$384K	Buy	6,050 +503	+9%	+$29.9K	0.04%	233
2024 Q2	$293K	Buy	5,547 +1,423	+35%	+$76K	0.03%	279
2024 Q1	$223K	Buy	+4,124	New	+$223K	0.02%	322
2023 Q4	–	Sell	-4,065	Closed	-$203K	–	395
2023 Q3	$203K	Sell	4,065 -324	-7%	-$18.6K	0.02%	317
2023 Q2	$262K	Buy	4,389 +21	+0.5%	+$1.28K	0.03%	275
2023 Q1	$277K	Buy	+4,368	New	+$283K	0.03%	259
2022 Q4	–	Sell	-3,928	Closed	-$229K	–	392
2022 Q3	$229K	Buy	3,928 +889	+29%	+$61.3K	0.03%	279
2022 Q2	$207K	Buy	+3,039	New	+$209K	0.03%	297

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

Marcum Wealth's O Position: Q1 2025 in Review

Marcum Wealth increased its Realty Income (O) stake by 8.1% in Q1 2025, buying an estimated $21.6K and bringing the position to 5,213 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #277.

Marcum Wealth first reported a position in O in Q2 2022 and has held it in 10 quarters since. The position peaked at $384K in Q3 2024. 1,276 funds tracked by Wall St. Rank hold O as of Q1 2025.

Marcum Wealth held 5,213 shares of Realty Income worth $302K as of Q1 2025.
Marcum Wealth bought 390 Realty Income shares in Q1 2025, an estimated $21.6K.
Realty Income made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #277 holding.
Marcum Wealth first reported a position in Realty Income in Q2 2022 and has held it in 10 quarters since.
Marcum Wealth's Realty Income position peaked at $384K in Q3 2024.
1,276 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.