RTC
O icon

Riverview Trust Company’s Realty Income O Stock Holding History

Riverview Trust Company’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
-630
Closed -$36.5K – 473
2025
Q1 		$36.5K Hold
630
– – 0.04% 269
2024
Q4 		$33.6K Sell
630
-19
-3% -$1.11K 0.03% 287
2024
Q3 		$41.2K Buy
649
+19
+3% +$1.13K 0.04% 269
2024
Q2 		$33.3K Hold
630
– – 0.03% 290
2024
Q1 		$34.1K Buy
+630
New +$34.1K 0.03% 307
2023
Q4 		– Sell
-1,441
Closed -$72K – 467
2023
Q3 		$72K Buy
1,441
+1,219
+549% +$70.1K 0.06% 190
2023
Q2 		$13.3K Buy
222
+77
+53% +$4.7K 0.01% 613
2023
Q1 		$9.18K Buy
+145
New +$9.4K 0.01% 673
2022
Q4 		– Sell
-924
Closed -$54K – 818
2022
Q3 		$54K Buy
924
+439
+91% +$30.3K 0.05% 194
2022
Q2 		$33K Hold
485
– – 0.03% 264
2022
Q1 		$34K Buy
+485
New +$33K 0.03% 279
2019
Q2 		– Sell
-43
Closed -$3K – 368
2019
Q1 		$3K Buy
+43
New +$2.85K ﹤0.01% 340

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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Riverview Trust Company's O Position: Q2 2025 in Review

Riverview Trust Company sold out of Realty Income (O) in Q2 2025, closing a stake of 630 shares — an estimated $36.5K sold.

Riverview Trust Company first reported a position in O in Q1 2019 and held it in 12 quarters. The position peaked at $72K in Q3 2023. 1,283 funds tracked by Wall St. Rank hold O as of Q2 2025.

  • Riverview Trust Company reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
  • Riverview Trust Company sold 630 Realty Income shares in Q2 2025, an estimated $36.5K.
  • Riverview Trust Company first reported a position in Realty Income in Q1 2019 and held it in 12 quarters.
  • Riverview Trust Company's Realty Income position peaked at $72K in Q3 2023.
  • 1,283 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.