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Pineridge Advisors’s Realty Income O Stock Holding History

Pineridge 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
Q3 		– Sell
-18
Closed -$1.04K – 547
2025
Q2 		$1.04K Buy
+18
New +$1.02K ﹤0.01% 473
2025
Q1 		– Sell
-100
Closed -$5.34K – 624
2024
Q4 		$5.34K Buy
+100
New +$5.82K ﹤0.01% 376
2024
Q3 		– Sell
-4
Closed -$227 – 651
2024
Q2 		$227 Buy
+4
New +$214 ﹤0.01% 599

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pineridge Advisors's O Position: Q3 2025 in Review

Pineridge Advisors sold out of Realty Income (O) in Q3 2025, closing a stake of 18 shares — an estimated $1.04K sold.

Pineridge Advisors first reported a position in O in Q2 2024 and held it in 3 quarters. The position peaked at $5.34K in Q4 2024. 1,336 funds tracked by Wall St. Rank hold O as of Q3 2025.

  • Pineridge Advisors reported no remaining Realty Income position as of Q3 2025 after selling out during the quarter.
  • Pineridge Advisors sold 18 Realty Income shares in Q3 2025, an estimated $1.04K.
  • Pineridge Advisors first reported a position in Realty Income in Q2 2024 and held it in 3 quarters.
  • Pineridge Advisors's Realty Income position peaked at $5.34K in Q4 2024.
  • 1,336 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.