RA
O icon

Rise Advisors’s Realty Income O Stock Holding History

Rise 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
Q4 		– Sell
-508
Closed -$30.9K – 1013
2025
Q3 		$30.9K Buy
508
+25
+5% +$1.46K 0.01% 366
2025
Q2 		$27.8K Buy
483
+6
+1% +$339 0.01% 373
2025
Q1 		$27.7K Buy
477
+39
+9% +$2.16K 0.01% 352
2024
Q4 		$23.4K Buy
438
+6
+1% +$349 0.01% 551
2024
Q3 		$27.4K Buy
432
+6
+1% +$357 0.01% 463
2024
Q2 		$22.5K Buy
426
+6
+1% +$320 0.01% 552
2024
Q1 		$22.7K Buy
+420
New +$22.7K 0.01% 562
2023
Q2 		– Sell
-20
Closed -$1.24K – 762
2023
Q1 		$1.24K Buy
20
+1
+5% +$65 ﹤0.01% 633
2022
Q4 		$1.23K Hold
19
– – ﹤0.01% 632
2022
Q3 		$1K Buy
+19
New +$1.31K ﹤0.01% 653

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rise Advisors's O Position: Q4 2025 in Review

Rise Advisors sold out of Realty Income (O) in Q4 2025, closing a stake of 508 shares — an estimated $30.9K sold.

Rise Advisors first reported a position in O in Q3 2022 and held it in 10 quarters. The position peaked at $30.9K in Q3 2025. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

  • Rise Advisors reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 508 Realty Income shares in Q4 2025, an estimated $30.9K.
  • Rise Advisors first reported a position in Realty Income in Q3 2022 and held it in 10 quarters.
  • Rise Advisors's Realty Income position peaked at $30.9K in Q3 2025.
  • 1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.