Oliver Lagore Vanvalin Investment Group’s Realty Income O Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$54.6K	Buy	+942	New	+$53.3K	0.02%	244
2024 Q4	$44.7K	Hold	837	–	–	0.01%	265
2024 Q3	$53.1K	Hold	837	–	–	0.01%	241
2024 Q2	$44.2K	Hold	837	–	–	0.01%	251
2024 Q1	$45.3K	Hold	837	–	–	0.01%	250
2023 Q4	$48.1K	Sell	837 -596	-42%	-$31.3K	0.02%	218
2023 Q3	$71.6K	Sell	1,433 -130	-8%	-$7.47K	0.03%	196
2023 Q2	$93.5K	Buy	1,563 +125	+9%	+$7.63K	0.03%	179
2023 Q1	$91.1K	Hold	1,438	–	–	0.04%	134
2022 Q4	$91.2K	Buy	1,438 +212	+17%	+$13.2K	0.05%	129
2022 Q3	$71K	Buy	1,226 +1	+0.1%	+$69	0.05%	141
2022 Q2	$84K	Hold	1,225	–	–	0.05%	142
2022 Q1	$86K	Buy	+1,225	New	+$83.3K	0.06%	144

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's O Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Realty Income (O) in Q2 2025: 942 shares worth $54.6K. The stake represents 0.02% of the portfolio and ranks #244 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in O as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in O in Q1 2022 and has held it in 13 quarters since. The position peaked at $93.5K in Q2 2023. 1,283 funds tracked by Wall St. Rank hold O as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 942 shares of Realty Income worth $54.6K as of Q2 2025.
Realty Income was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Realty Income made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #244 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Realty Income in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Realty Income position peaked at $93.5K in Q2 2023.
1,283 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.