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Proffitt & Goodson’s Realty Income O Stock Holding History

Proffitt & Goodson’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
-15
Closed -$912 – 396
2025
Q3 		$912 Buy
+15
New +$874 ﹤0.01% 383
2024
Q4 		– Sell
-138
Closed -$8.74K – 293
2024
Q3 		$8.74K Buy
+138
New +$8.21K ﹤0.01% 220
2020
Q4 		– Sell
-53
Closed -$3K – 275
2020
Q3 		$3K Hold
53
– – ﹤0.01% 239
2020
Q2 		$3K Hold
53
– – ﹤0.01% 252
2020
Q1 		$3K Hold
53
– – ﹤0.01% 190
2019
Q4 		$4K Hold
53
– – ﹤0.01% 189
2019
Q3 		$4K Hold
53
– – ﹤0.01% 177
2019
Q2 		$4K Hold
53
– – ﹤0.01% 167
2019
Q1 		$4K Buy
+53
New +$3.51K ﹤0.01% 165

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Proffitt & Goodson's O Position: Q4 2025 in Review

Proffitt & Goodson sold out of Realty Income (O) in Q4 2025, closing a stake of 15 shares — an estimated $912 sold.

Proffitt & Goodson first reported a position in O in Q1 2019 and held it in 9 quarters. The position peaked at $8.74K in Q3 2024. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

  • Proffitt & Goodson reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
  • Proffitt & Goodson sold 15 Realty Income shares in Q4 2025, an estimated $912.
  • Proffitt & Goodson first reported a position in Realty Income in Q1 2019 and held it in 9 quarters.
  • Proffitt & Goodson's Realty Income position peaked at $8.74K in Q3 2024.
  • 1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Proffitt & Goodson's 13F filing for Q4 2025, filed 27 Jan 2026.