SFSG
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Sound Financial Strategies Group’s Realty Income O Stock Holding History

Sound Financial Strategies 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 		– Sell
-3,663
Closed -$211K – 111
2025
Q2 		$211K Buy
3,663
+38
+1% +$2.15K 0.18% 90
2025
Q1 		$210K Sell
3,625
-11,651
-76% -$645K 0.19% 91
2024
Q4 		$816K Buy
15,276
+5,435
+55% +$317K 0.68% 50
2024
Q3 		$624K Buy
9,841
+435
+5% +$25.9K 0.5% 65
2024
Q2 		$497K Buy
+9,406
New +$502K 0.43% 65
2022
Q3 		– Sell
-16,310
Closed -$1.11M – 45
2022
Q2 		$1.11M Sell
16,310
-6,777
-29% -$466K 0.87% 21
2022
Q1 		$1.6M Buy
+23,087
New +$1.57M 0.88% 36

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sound Financial Strategies Group's O Position: Q3 2025 in Review

Sound Financial Strategies Group sold out of Realty Income (O) in Q3 2025, closing a stake of 3,663 shares — an estimated $211K sold.

Sound Financial Strategies Group first reported a position in O in Q1 2022 and held it in 7 quarters. The position peaked at $1.6M in Q1 2022. 1,336 funds tracked by Wall St. Rank hold O as of Q3 2025.

  • Sound Financial Strategies Group reported no remaining Realty Income position as of Q3 2025 after selling out during the quarter.
  • Sound Financial Strategies Group sold 3,663 Realty Income shares in Q3 2025, an estimated $211K.
  • Sound Financial Strategies Group first reported a position in Realty Income in Q1 2022 and held it in 7 quarters.
  • Sound Financial Strategies Group's Realty Income position peaked at $1.6M in Q1 2022.
  • 1,336 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on Sound Financial Strategies Group's 13F filing for Q3 2025, filed 23 Oct 2025.