RI
O icon

Ridgewood Investments’s Realty Income O Stock Holding History

Ridgewood Investments’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
-2,963
Closed -$171K – 531
2025
Q2 		$171K Hold
2,963
– – 0.07% 204
2025
Q1 		$172K Hold
2,963
– – 0.08% 195
2024
Q4 		$158K Sell
2,963
-216
-7% -$12.6K 0.08% 192
2024
Q3 		$202K Buy
3,179
+791
+33% +$47.1K 0.1% 172
2024
Q2 		$126K Buy
+2,388
New +$128K 0.06% 222
2024
Q1 		– Sell
-4,388
Closed -$252K – 216
2023
Q4 		$252K Buy
+4,388
New +$230K 0.15% 151
2023
Q3 		– Sell
-3,490
Closed -$209K – 569
2023
Q2 		$209K Buy
3,490
+129
+4% +$7.87K 0.12% 163
2023
Q1 		$213K Buy
+3,361
New +$218K 0.13% 165
2022
Q3 		– Sell
-3,048
Closed -$208K – 185
2022
Q2 		$208K Buy
3,048
+107
+4% +$7.35K 0.16% 165
2022
Q1 		$204K Buy
2,941
+102
+4% +$6.93K 0.13% 180
2021
Q4 		$203K Buy
+2,839
New +$195K 0.13% 184
2021
Q2 		– Sell
-6,238
Closed -$384K – 204
2021
Q1 		$384K Sell
6,238
-2,307
-27% -$137K 0.24% 127
2020
Q4 		$503K Hold
8,545
– – 0.4% 84
2020
Q3 		$503K Sell
8,545
-1,069
-11% -$63.2K 0.39% 85
2020
Q2 		$554K Hold
9,614
– – 0.46% 70
2020
Q1 		$464K Sell
9,614
-413
-4% -$28.8K 0.47% 67
2019
Q4 		$715K Hold
10,027
– – 0.51% 59
2019
Q3 		$745K Sell
10,027
-826
-8% -$57.9K 0.58% 47
2019
Q2 		$725K Buy
10,853
+43
+0.4% +$2.94K 0.57% 45
2019
Q1 		$771K Buy
10,810
+82
+0.8% +$5.43K 0.63% 41
2018
Q4 		$591K Hold
10,728
– – 0.47% 60
2018
Q3 		$591K Buy
+10,728
New +$591K 0.47% 60

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

Ridgewood Investments's O Position: Q3 2025 in Review

Ridgewood Investments sold out of Realty Income (O) in Q3 2025, closing a stake of 2,963 shares — an estimated $171K sold.

Ridgewood Investments first reported a position in O in Q3 2018 and held it in 22 quarters. The position peaked at $771K in Q1 2019. 1,336 funds tracked by Wall St. Rank hold O as of Q3 2025.

  • Ridgewood Investments reported no remaining Realty Income position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 2,963 Realty Income shares in Q3 2025, an estimated $171K.
  • Ridgewood Investments first reported a position in Realty Income in Q3 2018 and held it in 22 quarters.
  • Ridgewood Investments's Realty Income position peaked at $771K in Q1 2019.
  • 1,336 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.