New Wave Wealth Advisors’s Realty Income O Stock Holding History

New Wave Wealth 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	–	Sell	-131	Closed	-$6.99K	–	496
2024 Q4	$6.99K	Buy	+131	New	+$7.63K	﹤0.01%	393

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

New Wave Wealth Advisors's O Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Realty Income (O) in Q1 2025, closing a stake of 131 shares — an estimated $6.99K sold.

New Wave Wealth Advisors first reported a position in O in Q4 2024 and held it in 1 quarter. The position peaked at $6.99K in Q4 2024. 1,279 funds tracked by Wall St. Rank hold O as of Q1 2025.

New Wave Wealth Advisors reported no remaining Realty Income position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 131 Realty Income shares in Q1 2025, an estimated $6.99K.
New Wave Wealth Advisors first reported a position in Realty Income in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Realty Income position peaked at $6.99K in Q4 2024.
1,279 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.