PharVision Advisers’s Realty Income O Stock Holding History

PharVision Advisers’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	-5,624	Closed	-$300K	–	449
2024 Q4	$300K	Buy	+5,624	New	+$328K	0.25%	153

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

PharVision Advisers's O Position: Q1 2025 in Review

PharVision Advisers sold out of Realty Income (O) in Q1 2025, closing a stake of 5,624 shares — an estimated $300K sold.

PharVision Advisers first reported a position in O in Q4 2024 and held it in 1 quarter. The position peaked at $300K in Q4 2024. 1,279 funds tracked by Wall St. Rank hold O as of Q1 2025.

PharVision Advisers reported no remaining Realty Income position as of Q1 2025 after selling out during the quarter.
PharVision Advisers sold 5,624 Realty Income shares in Q1 2025, an estimated $300K.
PharVision Advisers first reported a position in Realty Income in Q4 2024 and held it in 1 quarter.
PharVision Advisers's Realty Income position peaked at $300K in Q4 2024.
1,279 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on PharVision Advisers's 13F filing for Q1 2025, filed 15 May 2025.