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Rinkey Investments’s Realty Income O Stock Holding History

Rinkey 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
Q1 		– Sell
-5,282
Closed -$282K – 101
2024
Q4 		$282K Buy
5,282
+778
+17% +$45.3K 0.09% 71
2024
Q3 		$286K Buy
4,504
+175
+4% +$10.4K 0.09% 66
2024
Q2 		$229K Buy
4,329
+20
+0.5% +$1.07K 0.08% 63
2024
Q1 		$233K Buy
+4,309
New +$233K 0.09% 66
2022
Q1 		– Sell
-459
Closed -$32K – 173
2021
Q4 		$32K Buy
+459
New +$31.6K 0.03% 85

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 $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rinkey Investments's O Position: Q1 2025 in Review

Rinkey Investments sold out of Realty Income (O) in Q1 2025, closing a stake of 5,282 shares — an estimated $282K sold.

Rinkey Investments first reported a position in O in Q4 2021 and held it in 5 quarters. The position peaked at $286K in Q3 2024. 1,279 funds tracked by Wall St. Rank hold O as of Q1 2025.

  • Rinkey Investments reported no remaining Realty Income position as of Q1 2025 after selling out during the quarter.
  • Rinkey Investments sold 5,282 Realty Income shares in Q1 2025, an estimated $282K.
  • Rinkey Investments first reported a position in Realty Income in Q4 2021 and held it in 5 quarters.
  • Rinkey Investments's Realty Income position peaked at $286K in Q3 2024.
  • 1,279 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on Rinkey Investments's 13F filing for Q1 2025, filed 15 May 2025.