Parsons Capital Management’s Realty Income O Stock Holding History

Parsons Capital Management’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	–	Sell	-26,222	Closed	-$1.59M	–	480
2025 Q3	$1.59M	Sell	26,222 -7,000	-21%	-$408K	0.09%	191
2025 Q2	$1.91M	Sell	33,222 -300	-0.9%	-$17K	0.12%	166
2025 Q1	$1.94M	Hold	33,522	–	–	0.11%	167
2024 Q4	$1.79M	Sell	33,522 -7,500	-18%	-$437K	0.1%	175
2024 Q3	$2.6M	Hold	41,022	–	–	0.16%	133
2024 Q2	$2.17M	Sell	41,022 -20,000	-33%	-$1.07M	0.15%	145
2024 Q1	$3.3M	Buy	61,022 +27,022	+79%	+$1.46M	0.23%	98
2023 Q4	$1.95M	Hold	34,000	–	–	0.14%	152
2023 Q3	$1.7M	Buy	34,000 +1,000	+3%	+$57.5K	0.13%	149
2023 Q2	$1.97M	Buy	33,000 +10,000	+43%	+$610K	0.15%	137
2023 Q1	$1.46M	Buy	23,000 +8,000	+53%	+$518K	0.12%	165
2022 Q4	$951K	Sell	15,000 -25	-0.2%	-$1.55K	0.08%	210
2022 Q3	$874K	Buy	+15,025	New	+$1.04M	0.08%	207

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Parsons Capital Management's O Position: Q4 2025 in Review

Parsons Capital Management sold out of Realty Income (O) in Q4 2025, closing a stake of 26,222 shares — an estimated $1.59M sold.

Parsons Capital Management first reported a position in O in Q3 2022 and held it in 13 quarters. The position peaked at $3.3M in Q1 2024. 1,364 funds tracked by Wall St. Rank hold O as of Q4 2025.

Parsons Capital Management reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
Parsons Capital Management sold 26,222 Realty Income shares in Q4 2025, an estimated $1.59M.
Parsons Capital Management first reported a position in Realty Income in Q3 2022 and held it in 13 quarters.
Parsons Capital Management's Realty Income position peaked at $3.3M in Q1 2024.
1,364 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Parsons Capital Management's 13F filing for Q4 2025, filed 13 Jan 2026.