Pacific Capital Wealth Advisors’s Realty Income O Stock Holding History

Pacific Capital 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 Q1	–	Sell	-288	Closed	-$15.4K	–	279
2024 Q4	$15.4K	Hold	288	–	–	﹤0.01%	241
2024 Q3	$18.3K	Sell	288 -5	-2%	-$298	﹤0.01%	252
2024 Q2	$15.5K	Buy	293 +5	+2%	+$267	﹤0.01%	264
2024 Q1	$15.6K	Hold	288	–	–	﹤0.01%	204
2023 Q4	$16.5K	Buy	+288	New	+$15.1K	﹤0.01%	203
2020 Q4	–	Sell	-297	Closed	-$17K	–	151
2020 Q3	$17K	Buy	+297	New	+$17.6K	0.01%	151

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

Pacific Capital Wealth Advisors's O Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Realty Income (O) in Q1 2025, closing a stake of 288 shares — an estimated $15.4K sold.

Pacific Capital Wealth Advisors first reported a position in O in Q3 2020 and held it in 6 quarters. The position peaked at $18.3K in Q3 2024. 1,279 funds tracked by Wall St. Rank hold O as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Realty Income position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 288 Realty Income shares in Q1 2025, an estimated $15.4K.
Pacific Capital Wealth Advisors first reported a position in Realty Income in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Realty Income position peaked at $18.3K in Q3 2024.
1,279 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.