Measured Wealth Private Client Group’s Realty Income O Stock Holding History

Measured Wealth Private Client Group’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 Q4	–	Sell	-37	Closed	-$2.25K	–	763
2025 Q3	$2.25K	Buy	+37	New	+$2.16K	﹤0.01%	634
2018 Q4	–	Sell	-464	Closed	-$26K	–	498
2018 Q3	$26K	Buy	+464	New	+$25.6K	0.02%	480

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 $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Measured Wealth Private Client Group's O Position: Q4 2025 in Review

Measured Wealth Private Client Group sold out of Realty Income (O) in Q4 2025, closing a stake of 37 shares — an estimated $2.25K sold.

Measured Wealth Private Client Group first reported a position in O in Q3 2018 and held it in 2 quarters. The position peaked at $26K in Q3 2018. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

Measured Wealth Private Client Group reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
Measured Wealth Private Client Group sold 37 Realty Income shares in Q4 2025, an estimated $2.25K.
Measured Wealth Private Client Group first reported a position in Realty Income in Q3 2018 and held it in 2 quarters.
Measured Wealth Private Client Group's Realty Income position peaked at $26K in Q3 2018.
1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2025, filed 10 Feb 2026.