Oarsman Capital’s Realty Income O Stock Holding History

Oarsman Capital’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	-30	Closed	-$1.6K	–	640
2024 Q4	$1.6K	Sell	30 -396	-93%	-$23.1K	﹤0.01%	853
2024 Q3	$27K	Buy	+426	New	+$25.4K	0.01%	553

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

Oarsman Capital's O Position: Q1 2025 in Review

Oarsman Capital sold out of Realty Income (O) in Q1 2025, closing a stake of 30 shares — an estimated $1.6K sold.

Oarsman Capital first reported a position in O in Q3 2024 and held it in 2 quarters. The position peaked at $27K in Q3 2024. 1,279 funds tracked by Wall St. Rank hold O as of Q1 2025.

Oarsman Capital reported no remaining Realty Income position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 30 Realty Income shares in Q1 2025, an estimated $1.6K.
Oarsman Capital first reported a position in Realty Income in Q3 2024 and held it in 2 quarters.
Oarsman Capital's Realty Income position peaked at $27K in Q3 2024.
1,279 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.