Opal Wealth Advisors’s Realty Income O Stock Holding History

Opal 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 Q3	–	Sell	-396	Closed	-$22.8K	–	435
2025 Q2	$22.8K	Buy	396 +9	+2%	+$509	0.01%	540
2025 Q1	$22.4K	Buy	+387	New	+$21.4K	0.01%	509
2024 Q3	–	Sell	-3,213	Closed	-$170K	–	865
2024 Q2	$170K	Buy	+3,213	New	+$172K	0.05%	202

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

Opal Wealth Advisors's O Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Realty Income (O) in Q3 2025, closing a stake of 396 shares — an estimated $22.8K sold.

Opal Wealth Advisors first reported a position in O in Q2 2024 and held it in 3 quarters. The position peaked at $170K in Q2 2024. 1,340 funds tracked by Wall St. Rank hold O as of Q3 2025.

Opal Wealth Advisors reported no remaining Realty Income position as of Q3 2025 after selling out during the quarter.
Opal Wealth Advisors sold 396 Realty Income shares in Q3 2025, an estimated $22.8K.
Opal Wealth Advisors first reported a position in Realty Income in Q2 2024 and held it in 3 quarters.
Opal Wealth Advisors's Realty Income position peaked at $170K in Q2 2024.
1,340 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.