OP
O icon

ORG Partners’s Realty Income O Stock Holding History

ORG Partners’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
Q4 		$109K Sell
1,925
-1,613
-46% -$93.4K 0.02% 446
2025
Q3 		$216K Buy
3,538
+97
+3% +$5.65K 0.04% 332
2025
Q2 		$199K Buy
3,441
+362
+12% +$20.5K 0.04% 324
2025
Q1 		$8.65K Buy
3,079
+1,237
+67% +$68.5K ﹤0.01% 827
2024
Q4 		$98.7K Buy
1,842
+1,604
+674% +$93.4K 0.01% 427
2024
Q3 		$15.5K Sell
238
-200
-46% -$11.9K ﹤0.01% 719
2024
Q2 		$23.2K Buy
+438
New +$23.4K ﹤0.01% 1031
2023
Q4 		– Sell
-748
Closed -$37.3K – 1279
2023
Q3 		$37.3K Sell
748
-4,346
-85% -$250K 0.01% 572
2023
Q2 		$305K Buy
+5,094
New +$311K 0.05% 303

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ORG Partners's O Position: Q4 2025 in Review

ORG Partners reduced its Realty Income (O) stake by 46% in Q4 2025, selling an estimated $93.4K and leaving 1,925 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #446.

ORG Partners first reported a position in O in Q2 2023 and has held it in 9 quarters since. The position peaked at $305K in Q2 2023. 1,364 funds tracked by Wall St. Rank hold O as of Q4 2025.

  • ORG Partners held 1,925 shares of Realty Income worth $109K as of Q4 2025.
  • ORG Partners sold 1,613 Realty Income shares in Q4 2025, an estimated $93.4K.
  • Realty Income made up 0.02% of ORG Partners's portfolio in Q4 2025, its #446 holding.
  • ORG Partners first reported a position in Realty Income in Q2 2023 and has held it in 9 quarters since.
  • ORG Partners's Realty Income position peaked at $305K in Q2 2023.
  • 1,364 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.