Prudent Man Advisors’s Realty Income O Stock Holding History

Prudent Man 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	-7,898	Closed	-$455K	–	169
2025 Q2	$455K	Buy	7,898 +90	+1%	+$5.09K	0.14%	125
2025 Q1	$453K	Hold	7,808	–	–	0.16%	126
2024 Q4	$417K	Buy	7,808 +1,597	+26%	+$93K	0.15%	125
2024 Q3	$394K	Hold	6,211	–	–	0.13%	129
2024 Q2	$328K	Buy	6,211 +326	+6%	+$17.4K	0.12%	130
2024 Q1	$318K	Sell	5,885 -419	-7%	-$22.7K	0.12%	132
2023 Q4	$362K	Sell	6,304 -64	-1%	-$3.36K	0.14%	135
2023 Q3	$318K	Hold	6,368	–	–	0.13%	136
2023 Q2	$381K	Buy	6,368 +19	+0.3%	+$1.16K	0.14%	128
2023 Q1	$402K	Hold	6,349	–	–	0.16%	125
2022 Q4	$403K	Buy	6,349 +737	+13%	+$45.8K	0.16%	125
2022 Q3	$327K	Buy	5,612 +2,181	+64%	+$150K	0.15%	121
2022 Q2	$234K	Hold	3,431	–	–	0.11%	134
2022 Q1	$238K	Buy	+3,431	New	+$233K	0.1%	151
2021 Q4	–	Sell	-3,465	Closed	-$218K	–	201
2021 Q3	$218K	Hold	3,465	–	–	0.08%	187
2021 Q2	$224K	Hold	3,465	–	–	0.09%	190
2021 Q1	$213K	Buy	+3,465	New	+$205K	0.09%	185

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudent Man Advisors's O Position: Q3 2025 in Review

Prudent Man Advisors sold out of Realty Income (O) in Q3 2025, closing a stake of 7,898 shares — an estimated $455K sold.

Prudent Man Advisors first reported a position in O in Q1 2021 and held it in 17 quarters. The position peaked at $455K in Q2 2025. 1,336 funds tracked by Wall St. Rank hold O as of Q3 2025.

Prudent Man Advisors reported no remaining Realty Income position as of Q3 2025 after selling out during the quarter.
Prudent Man Advisors sold 7,898 Realty Income shares in Q3 2025, an estimated $455K.
Prudent Man Advisors first reported a position in Realty Income in Q1 2021 and held it in 17 quarters.
Prudent Man Advisors's Realty Income position peaked at $455K in Q2 2025.
1,336 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on Prudent Man Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.