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Sonora Investment Management Group’s Realty Income O Stock Holding History

Sonora Investment Management Group’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
Q3 		$258K Buy
+4,238
New +$247K 0.02% 244
2025
Q2 		– Sell
-3,469
Closed -$201K – 314
2025
Q1 		$201K Buy
+3,469
New +$192K 0.02% 273
2024
Q4 		– Sell
-3,584
Closed -$227K – 306
2024
Q3 		$227K Buy
+3,584
New +$213K 0.02% 255
2023
Q4 		– Sell
-4,116
Closed -$206K – 283
2023
Q3 		$206K Sell
4,116
-68
-2% -$3.91K 0.02% 237
2023
Q2 		$250K Sell
4,184
-559
-12% -$34.1K 0.02% 221
2023
Q1 		$300K Sell
4,743
-116
-2% -$7.52K 0.03% 211
2022
Q4 		$308K Sell
4,859
-317
-6% -$19.7K 0.03% 206
2022
Q3 		$353K Hold
5,176
– – 0.05% 141
2022
Q2 		$353K Buy
5,176
+20
+0.4% +$1.37K 0.03% 174
2022
Q1 		$357K Buy
5,156
+100
+2% +$6.8K 0.04% 154
2021
Q4 		$362K Buy
+5,056
New +$348K 0.04% 158

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
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sonora Investment Management Group's O Position: Q3 2025 in Review

Sonora Investment Management Group opened a new position in Realty Income (O) in Q3 2025: 4,238 shares worth $258K. The stake represents 0.02% of the portfolio and ranks #244 among its holdings. This is a return to the name: Sonora Investment Management Group previously reported a position in O as recently as Q1 2025.

Sonora Investment Management Group first reported a position in O in Q4 2021 and has held it in 11 quarters since. The position peaked at $362K in Q4 2021. 1,339 funds tracked by Wall St. Rank hold O as of Q3 2025.

  • Sonora Investment Management Group held 4,238 shares of Realty Income worth $258K as of Q3 2025.
  • Realty Income was a new Sonora Investment Management Group position in Q3 2025.
  • Realty Income made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #244 holding.
  • Sonora Investment Management Group first reported a position in Realty Income in Q4 2021 and has held it in 11 quarters since.
  • Sonora Investment Management Group's Realty Income position peaked at $362K in Q4 2021.
  • 1,339 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.