SFI
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Susquehanna Fundamental Investments’s Realty Income O Stock Holding History

Susquehanna Fundamental Investments’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
-249,335
Closed -$14.5M – 923
2025
Q1 		$14.5M Sell
249,335
-48,223
-16% -$2.67M 0.2% 118
2024
Q4 		$15.9M Buy
+297,558
New +$17.3M 0.23% 107
2024
Q2 		$17.9M Buy
+339,620
New +$18.1M 0.41% 64
2022
Q1 		$5.36M Buy
77,300
+66,300
+603% +$4.51M 0.1% 269
2021
Q4 		$787K Sell
11,000
-90,099
-89% -$6.2M 0.02% 742
2021
Q3 		$6.35M Buy
+101,099
New +$6.83M 0.12% 233

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 $138M AUM 28.86% 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 $1.37T 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

Susquehanna Fundamental Investments's O Position: Q2 2025 in Review

Susquehanna Fundamental Investments sold out of Realty Income (O) in Q2 2025, closing a stake of 249,335 shares — an estimated $14.5M sold.

Susquehanna Fundamental Investments first reported a position in O in Q3 2021 and held it in 6 quarters. The position peaked at $17.9M in Q2 2024. 1,284 funds tracked by Wall St. Rank hold O as of Q2 2025.

  • Susquehanna Fundamental Investments reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 249,335 Realty Income shares in Q2 2025, an estimated $14.5M.
  • Susquehanna Fundamental Investments first reported a position in Realty Income in Q3 2021 and held it in 6 quarters.
  • Susquehanna Fundamental Investments's Realty Income position peaked at $17.9M in Q2 2024.
  • 1,284 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2025, filed 14 Aug 2025.