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Pinnacle Financial Partners (Tennessee)’s Realty Income O Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
-45
Closed -$2.59K – 502
2025
Q2 		$2.59K Sell
45
-4,518
-99% -$255K ﹤0.01% 495
2025
Q1 		$264K Buy
4,563
+4,518
+10,040% +$250K 0.01% 399
2024
Q4 		$2.85K Hold
45
– – ﹤0.01% 504
2024
Q3 		$2.85K Sell
45
-839
-95% -$49.9K ﹤0.01% 505
2024
Q2 		$47.8K Hold
884
– – ﹤0.01% 481
2024
Q1 		$47.8K Buy
884
+839
+1,864% +$45.4K ﹤0.01% 476
2023
Q4 		$2.58K Hold
45
– – ﹤0.01% 515
2023
Q3 		$2.25K Hold
45
– – ﹤0.01% 500
2023
Q2 		$2.69K Hold
45
– – ﹤0.01% 530
2023
Q1 		$2.85K Hold
45
– – ﹤0.01% 522
2022
Q4 		$2.85K Hold
45
– – ﹤0.01% 510
2022
Q3 		$3K Hold
45
– – ﹤0.01% 505
2022
Q2 		$3K Hold
45
– – ﹤0.01% 421
2022
Q1 		$3K Hold
45
– – ﹤0.01% 431
2021
Q4 		$3K Sell
45
-1
-2% -$69 ﹤0.01% 466
2021
Q3 		$3K Hold
46
– – ﹤0.01% 464
2021
Q2 		$3K Hold
46
– – ﹤0.01% 459
2021
Q1 		$3K Hold
46
– – ﹤0.01% 416
2020
Q4 		$3K Hold
46
– – ﹤0.01% 436
2020
Q3 		$3K Hold
46
– – ﹤0.01% 429
2020
Q2 		$3K Sell
46
-1,032
-96% -$55K ﹤0.01% 413
2020
Q1 		$52K Buy
1,078
+46
+4% +$3.2K ﹤0.01% 340
2019
Q4 		$74K Buy
+1,032
New +$76.9K ﹤0.01% 374
2019
Q2 		– Sell
-1,032
Closed -$74K – 437
2019
Q1 		$74K Buy
+1,032
New +$68.4K 0.01% 346
2018
Q4 		– Sell
-1,032
Closed -$57K – 394
2018
Q3 		$57K Hold
1,032
– – ﹤0.01% 357
2018
Q2 		$54K Sell
1,032
-110
-10% -$5.58K 0.01% 337
2018
Q1 		$57K Buy
+1,142
New +$56.9K 0.01% 337
2017
Q3 		– Sell
-120
Closed -$6K – 404
2017
Q2 		$6K Buy
+120
New +$6.64K ﹤0.01% 452

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

Pinnacle Financial Partners (Tennessee)'s O Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of Realty Income (O) in Q3 2025, closing a stake of 45 shares — an estimated $2.59K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in O in Q2 2017 and held it in 28 quarters. The position peaked at $264K in Q1 2025. 1,336 funds tracked by Wall St. Rank hold O as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Realty Income position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 45 Realty Income shares in Q3 2025, an estimated $2.59K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Realty Income in Q2 2017 and held it in 28 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Realty Income position peaked at $264K in Q1 2025.
  • 1,336 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.