OIA
O icon

Optimum Investment Advisors’s Realty Income O Stock Holding History

Optimum Investment 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 		$134K Buy
2,200
+400
+22% +$23.3K 0.05% 223
2025
Q2 		$104K Hold
1,800
– – 0.05% 246
2025
Q1 		$104K Hold
1,800
– – 0.05% 237
2024
Q4 		$96.1K Hold
1,800
– – 0.04% 256
2024
Q3 		$114K Sell
1,800
-200
-10% -$11.9K 0.05% 254
2024
Q2 		$106K Buy
2,000
+200
+11% +$10.7K 0.05% 261
2024
Q1 		$97.4K Buy
1,800
+350
+24% +$19K 0.04% 270
2023
Q4 		$83.3K Buy
1,450
+500
+53% +$26.2K 0.04% 282
2023
Q3 		$47.4K Buy
950
+250
+36% +$14.4K 0.02% 368
2023
Q2 		$41.9K Buy
700
+500
+250% +$30.5K 0.02% 395
2023
Q1 		$12.7K Buy
200
+117
+141% +$7.58K 0.01% 538
2022
Q4 		$5.26K Hold
83
– – ﹤0.01% 624
2022
Q3 		$5K Hold
83
– – ﹤0.01% 659
2022
Q2 		$6K Hold
83
– – ﹤0.01% 655
2022
Q1 		$6K Buy
+83
New +$5.64K ﹤0.01% 712
2020
Q1 		– Sell
-87
Closed -$6K – 920
2019
Q4 		$6K Hold
87
– – ﹤0.01% 831
2019
Q3 		$6K Buy
+87
New +$6.1K ﹤0.01% 867
2015
Q1 		$151K Buy
3,022
+986
+48% +$49.3K 0.05% 322
2014
Q4 		$94K Buy
2,036
+929
+84% +$41.2K 0.03% 383
2014
Q3 		$46K Buy
1,107
+356
+47% +$15.2K 0.02% 494
2014
Q2 		$32K Buy
751
+441
+142% +$18.4K 0.01% 572
2014
Q1 		$12K Buy
+310
New +$12.3K ﹤0.01% 576
2013
Q4 		– Sell
-62
Closed -$2K – 761
2013
Q3 		$2K Buy
+62
New +$2.51K ﹤0.01% 689

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Optimum Investment Advisors's O Position: Q3 2025 in Review

Optimum Investment Advisors increased its Realty Income (O) stake by 22% in Q3 2025, buying an estimated $23.3K and bringing the position to 2,200 shares worth $134K. The position accounts for 0.05% of the portfolio, ranked #223.

Optimum Investment Advisors first reported a position in O in Q3 2013 and has held it in 23 quarters since. The position peaked at $151K in Q1 2015. 1,337 funds tracked by Wall St. Rank hold O as of Q3 2025.

  • Optimum Investment Advisors held 2,200 shares of Realty Income worth $134K as of Q3 2025.
  • Optimum Investment Advisors bought 400 Realty Income shares in Q3 2025, an estimated $23.3K.
  • Realty Income made up 0.05% of Optimum Investment Advisors's portfolio in Q3 2025, its #223 holding.
  • Optimum Investment Advisors first reported a position in Realty Income in Q3 2013 and has held it in 23 quarters since.
  • Optimum Investment Advisors's Realty Income position peaked at $151K in Q1 2015.
  • 1,337 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.