VSM Wealth Advisory’s Realty Income O Stock Holding History

VSM Wealth Advisory’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	-753	Closed	-$43.4K	–	488
2025 Q2	$43.4K	Buy	+753	New	+$42.6K	0.01%	224

Other funds holding O

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VSM Wealth Advisory's O Position: Q3 2025 in Review

VSM Wealth Advisory sold out of Realty Income (O) in Q3 2025, closing a stake of 753 shares — an estimated $43.4K sold.

VSM Wealth Advisory first reported a position in O in Q2 2025 and held it in 1 quarter. The position peaked at $43.4K in Q2 2025. 1,336 funds tracked by Wall St. Rank hold O as of Q3 2025.

VSM Wealth Advisory reported no remaining Realty Income position as of Q3 2025 after selling out during the quarter.
VSM Wealth Advisory sold 753 Realty Income shares in Q3 2025, an estimated $43.4K.
VSM Wealth Advisory first reported a position in Realty Income in Q2 2025 and held it in 1 quarter.
VSM Wealth Advisory's Realty Income position peaked at $43.4K in Q2 2025.
1,336 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on VSM Wealth Advisory's 13F filing for Q3 2025, filed 13 Nov 2025.