Semmax Financial Advisors’s Realty Income O Stock Holding History

Semmax Financial 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 Q2	$59.9K	Buy	1,038 +5	+0.5%	+$283	0.02%	176
2025 Q1	$58.8K	Buy	1,033 +5	+0.5%	+$277	0.02%	161
2024 Q4	$56.7K	Buy	1,028 +6	+0.6%	+$349	0.02%	153
2024 Q3	$58.2K	Sell	1,022 -267	-21%	-$15.9K	0.02%	145
2024 Q2	$78.1K	Sell	1,289 -1,392	-52%	-$74.3K	0.02%	141
2024 Q1	$148K	Sell	2,681 -51,671	-95%	-$2.8M	0.05%	124
2023 Q4	$2.81M	Buy	54,352 +53,752	+8,959%	+$2.82M	1.02%	40
2023 Q3	$29.9K	Buy	+600	New	+$34.5K	0.01%	141
2022 Q4	$6K	Hold	95	–	–	﹤0.01%	192
2022 Q3	$6K	Hold	95	–	–	﹤0.01%	185
2022 Q2	$7K	Buy	+95	New	+$6.53K	﹤0.01%	176
2022 Q1	–	Sell	-95	Closed	-$6.46K	–	202
2021 Q4	$7K	Sell	95 -3	-3%	-$206	﹤0.01%	195
2021 Q3	$6K	Sell	98 -77	-44%	-$5.2K	﹤0.01%	191
2021 Q2	$11K	Buy	175 +77	+79%	+$5.06K	﹤0.01%	171
2021 Q1	$6K	Sell	98 -25	-20%	-$1.48K	﹤0.01%	204
2020 Q4	$7K	Sell	123 -24	-16%	-$1.42K	﹤0.01%	169
2020 Q3	$9K	Sell	147 -51	-26%	-$3.02K	﹤0.01%	153
2020 Q2	$11K	Sell	198 -27	-12%	-$1.44K	0.01%	153
2020 Q1	$11K	Hold	225	–	–	0.01%	151
2019 Q4	$16K	Buy	+225	New	+$16.8K	0.01%	149
2019 Q3	–	Hold	0	–	–	–	150
2019 Q2	–	Hold	0	–	–	–	160
2019 Q1	–	Hold	0	–	–	–	173
2018 Q4	–	Hold	0	–	–	–	48

Other funds holding O

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Semmax Financial Advisors's O Position: Q2 2025 in Review

Semmax Financial Advisors increased its Realty Income (O) stake by 0.48% in Q2 2025, buying an estimated $283 and bringing the position to 1,038 shares worth $59.9K. The position accounts for 0.02% of the portfolio, ranked #176.

Semmax Financial Advisors first reported a position in O in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.81M in Q4 2023. 1,283 funds tracked by Wall St. Rank hold O as of Q2 2025.

Semmax Financial Advisors held 1,038 shares of Realty Income worth $59.9K as of Q2 2025.
Semmax Financial Advisors bought 5 Realty Income shares in Q2 2025, an estimated $283.
Realty Income made up 0.02% of Semmax Financial Advisors's portfolio in Q2 2025, its #176 holding.
Semmax Financial Advisors first reported a position in Realty Income in Q4 2019 and has held it in 20 quarters since.
Semmax Financial Advisors's Realty Income position peaked at $2.81M in Q4 2023.
1,283 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.