SQA
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Simon Quick Advisors’s Realty Income O Stock Holding History

Simon Quick 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 		– Sell
-6,145
Closed -$356K – 557
2025
Q1 		$356K Buy
6,145
+2,173
+55% +$120K 0.02% 386
2024
Q4 		$212K Buy
3,972
+613
+18% +$35.7K 0.01% 435
2024
Q3 		$213K Buy
+3,359
New +$200K 0.01% 391
2022
Q2 		– Sell
-5
Closed – – 330
2022
Q1 		$0 Sell
5
-95
-95% -$6.46K ﹤0.01% 362
2021
Q4 		$7K Sell
100
-644
-87% -$44.3K ﹤0.01% 324
2021
Q3 		$46K Buy
744
+8
+1% +$540 0.01% 263
2021
Q2 		$47K Sell
736
-606
-45% -$39.8K 0.01% 259
2021
Q1 		$82K Buy
+1,342
New +$79.5K 0.02% 166
2020
Q2 		– Sell
-38
Closed -$2K – 486
2020
Q1 		$2K Sell
38
-2
-5% -$139 ﹤0.01% 417
2019
Q4 		$3K Buy
+40
New +$2.98K ﹤0.01% 558
2019
Q3 		– Sell
-77
Closed -$5.17K – 477
2019
Q2 		$5.17K Buy
+77
New +$5.26K ﹤0.01% 277
2018
Q3 		– Sell
-54
Closed -$2K – 332
2018
Q2 		$2K Buy
+54
New +$2.74K ﹤0.01% 329

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

Simon Quick Advisors's O Position: Q2 2025 in Review

Simon Quick Advisors sold out of Realty Income (O) in Q2 2025, closing a stake of 6,145 shares — an estimated $356K sold.

Simon Quick Advisors first reported a position in O in Q2 2018 and held it in 12 quarters. The position peaked at $356K in Q1 2025. 1,283 funds tracked by Wall St. Rank hold O as of Q2 2025.

  • Simon Quick Advisors reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 6,145 Realty Income shares in Q2 2025, an estimated $356K.
  • Simon Quick Advisors first reported a position in Realty Income in Q2 2018 and held it in 12 quarters.
  • Simon Quick Advisors's Realty Income position peaked at $356K in Q1 2025.
  • 1,283 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.