Reflection Asset Management’s Realty Income O Stock Holding History

Reflection Asset Management’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	$49.5K	Buy	+878	New	+$50.8K	0.04%	245

Other funds holding O

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Reflection Asset Management's O Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Realty Income (O) in Q4 2025: 878 shares worth $49.5K. The stake represents 0.04% of the portfolio and ranks #245 among its holdings.

1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

Reflection Asset Management held 878 shares of Realty Income worth $49.5K as of Q4 2025.
Realty Income was a new Reflection Asset Management position in Q4 2025.
Realty Income made up 0.04% of Reflection Asset Management's portfolio in Q4 2025, its #245 holding.
1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.