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PSI Advisors’s Realty Income O Stock Holding History

PSI 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
Q2 		– Sell
-574
Closed -$33.3K – 490
2025
Q1 		$33.3K Buy
574
+252
+78% +$13.9K 0.01% 301
2024
Q4 		$17.2K Buy
322
+172
+115% +$10K 0.01% 444
2024
Q3 		$9.51K Hold
150
– – ﹤0.01% 547
2024
Q2 		$7.92K Buy
150
+55
+58% +$2.94K ﹤0.01% 556
2024
Q1 		$5.14K Hold
95
– – ﹤0.01% 592
2023
Q4 		$5.46K Sell
95
-202
-68% -$10.6K ﹤0.01% 612
2023
Q3 		$14.8K Hold
297
– – 0.01% 440
2023
Q2 		$17.8K Sell
297
-347
-54% -$21.2K 0.01% 412
2023
Q1 		$40.8K Buy
644
+347
+117% +$22.5K 0.02% 248
2022
Q4 		$18.8K Sell
297
-5,989
-95% -$372K 0.01% 328
2022
Q3 		$366K Sell
6,286
-3,782
-38% -$261K 0.19% 84
2022
Q2 		$687K Sell
10,068
-1,660
-14% -$114K 0.34% 64
2022
Q1 		$813K Sell
11,728
-625
-5% -$42.5K 0.33% 63
2021
Q4 		$884K Buy
12,353
+11,414
+1,216% +$785K 0.36% 57
2021
Q3 		$59K Buy
+939
New +$63.4K 0.03% 261
2020
Q1 		– Sell
-1,842
Closed -$131K – 433
2019
Q4 		$131K Buy
+1,842
New +$137K 0.08% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PSI Advisors's O Position: Q2 2025 in Review

PSI Advisors sold out of Realty Income (O) in Q2 2025, closing a stake of 574 shares — an estimated $33.3K sold.

PSI Advisors first reported a position in O in Q4 2019 and held it in 16 quarters. The position peaked at $884K in Q4 2021. 1,286 funds tracked by Wall St. Rank hold O as of Q2 2025.

  • PSI Advisors reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 574 Realty Income shares in Q2 2025, an estimated $33.3K.
  • PSI Advisors first reported a position in Realty Income in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's Realty Income position peaked at $884K in Q4 2021.
  • 1,286 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.