Petix & Botte Financial’s Realty Income O Stock Holding History

Petix & Botte Financial’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	-4,426	Closed	-$269K	–	137
2025 Q3	$269K	Hold	4,426	–	–	0.06%	118
2025 Q2	$255K	Hold	4,426	–	–	0.06%	119
2025 Q1	$257K	Hold	4,426	–	–	0.07%	110
2024 Q4	$236K	Sell	4,426 -1,602	-27%	-$93.3K	0.06%	118
2024 Q3	$382K	Hold	6,028	–	–	0.1%	86
2024 Q2	$318K	Buy	+6,028	New	+$322K	0.09%	91
2024 Q1	–	Sell	-6,056	Closed	-$348K	–	154
2023 Q4	$348K	Buy	6,056 +54	+0.9%	+$2.83K	0.1%	90
2023 Q3	$300K	Buy	6,002 +1,004	+20%	+$57.7K	0.09%	96
2023 Q2	$299K	Buy	+4,998	New	+$305K	0.09%	99
2022 Q2	–	Sell	-4,400	Closed	-$305K	–	98
2022 Q1	$305K	Buy	+4,400	New	+$299K	0.09%	85
2021 Q4	–	Sell	-4,541	Closed	-$286K	–	100
2021 Q3	$286K	Buy	+4,541	New	+$307K	0.1%	86

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Petix & Botte Financial's O Position: Q4 2025 in Review

Petix & Botte Financial sold out of Realty Income (O) in Q4 2025, closing a stake of 4,426 shares — an estimated $269K sold.

Petix & Botte Financial first reported a position in O in Q3 2021 and held it in 11 quarters. The position peaked at $382K in Q3 2024. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

Petix & Botte Financial reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
Petix & Botte Financial sold 4,426 Realty Income shares in Q4 2025, an estimated $269K.
Petix & Botte Financial first reported a position in Realty Income in Q3 2021 and held it in 11 quarters.
Petix & Botte Financial's Realty Income position peaked at $382K in Q3 2024.
1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Petix & Botte Financial's 13F filing for Q4 2025, filed 5 Feb 2026.