SWC
O icon

Spectrum Wealth Counsel’s Realty Income O Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$5.8K Hold
100
– – ﹤0.01% 246
2024
Q4 		$5.34K Hold
100
– – ﹤0.01% 254
2024
Q3 		$6.34K Hold
100
– – ﹤0.01% 256
2024
Q2 		$5.28K Hold
100
– – ﹤0.01% 315
2024
Q1 		$5.41K Hold
100
– – ﹤0.01% 318
2023
Q4 		$5.74K Buy
+100
New +$5.25K ﹤0.01% 283

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Spectrum Wealth Counsel's O Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Realty Income (O) position steady in Q1 2025 at 100 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Spectrum Wealth Counsel first reported a position in O in Q4 2023 and has held it in 6 quarters since. The position peaked at $6.34K in Q3 2024. 1,275 funds tracked by Wall St. Rank hold O as of Q1 2025.

  • Spectrum Wealth Counsel held 100 shares of Realty Income worth $5.8K as of Q1 2025.
  • Spectrum Wealth Counsel left its Realty Income share count unchanged in Q1 2025.
  • Realty Income made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #246 holding.
  • Spectrum Wealth Counsel first reported a position in Realty Income in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Realty Income position peaked at $6.34K in Q3 2024.
  • 1,275 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.