Tucker Asset Management’s Realty Income O Stock Holding History

Tucker Asset Management’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 Q4	$10.9K	Buy	+193	New	+$11.2K	﹤0.01%	562
2025 Q1	–	Sell	-471	Closed	-$25.2K	–	725
2024 Q4	$25.2K	Buy	471 +86	+22%	+$5.01K	﹤0.01%	505
2024 Q3	$24.4K	Sell	385 -80	-17%	-$4.76K	0.01%	484
2024 Q2	$24.6K	Buy	465 +29	+7%	+$1.55K	0.01%	570
2024 Q1	$23.6K	Sell	436 -1,207	-73%	-$65.4K	0.01%	621
2023 Q4	$94.3K	Buy	1,643 +1,167	+245%	+$61.3K	0.02%	232
2023 Q3	$23.8K	Buy	476 +396	+495%	+$22.8K	0.01%	460
2023 Q2	$4.78K	Sell	80 -345	-81%	-$21.1K	﹤0.01%	696
2023 Q1	$26.9K	Buy	425 +345	+431%	+$22.4K	0.01%	358
2022 Q4	$5.12K	Hold	80	–	–	﹤0.01%	437
2022 Q3	$4.98K	Hold	80	–	–	﹤0.01%	432
2022 Q2	$5.46K	Hold	80	–	–	﹤0.01%	320
2022 Q1	$5.54K	Sell	80 -200	-71%	-$13.6K	﹤0.01%	305
2021 Q4	$20.1K	Buy	280 +197	+237%	+$13.5K	0.01%	153
2021 Q3	$5.71K	Hold	83	–	–	﹤0.01%	231
2021 Q2	$5.34K	Hold	83	–	–	﹤0.01%	225
2021 Q1	$5.08K	Sell	83 -51	-38%	-$3.02K	﹤0.01%	223
2020 Q4	$8.08K	Buy	+134	New	+$7.92K	﹤0.01%	211

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Tucker Asset Management's O Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Realty Income (O) in Q4 2025: 193 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in O as recently as Q4 2024.

Tucker Asset Management first reported a position in O in Q4 2020 and has held it in 18 quarters since. The position peaked at $94.3K in Q4 2023. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

Tucker Asset Management held 193 shares of Realty Income worth $10.9K as of Q4 2025.
Realty Income was a new Tucker Asset Management position in Q4 2025.
Realty Income made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #562 holding.
Tucker Asset Management first reported a position in Realty Income in Q4 2020 and has held it in 18 quarters since.
Tucker Asset Management's Realty Income position peaked at $94.3K in Q4 2023.
1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.