Washington Trust’s Realty Income O Stock Holding History

Washington Trust’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	-400	Closed	-$23.2K	–	561
2025 Q1	$23.2K	Hold	400	–	–	﹤0.01%	510
2024 Q4	$21.4K	Sell	400 -197	-33%	-$11.5K	﹤0.01%	570
2024 Q3	$37.9K	Hold	597	–	–	﹤0.01%	494
2024 Q2	$31.5K	Buy	597 +100	+20%	+$5.34K	﹤0.01%	511
2024 Q1	$26.9K	Buy	497 +197	+66%	+$10.7K	﹤0.01%	538
2023 Q4	$17.2K	Hold	300	–	–	﹤0.01%	574
2023 Q3	$15K	Sell	300 -18	-6%	-$1.03K	﹤0.01%	569
2023 Q2	$19K	Hold	318	–	–	﹤0.01%	571
2023 Q1	$20.1K	Hold	318	–	–	﹤0.01%	562
2022 Q4	$20.2K	Hold	318	–	–	﹤0.01%	550
2022 Q3	$19K	Buy	318 +200	+169%	+$13.8K	﹤0.01%	552
2022 Q2	$8K	Hold	118	–	–	﹤0.01%	673
2022 Q1	$8K	Sell	118 -31	-21%	-$2.11K	﹤0.01%	695
2021 Q4	$10K	Buy	149 +27	+22%	+$1.86K	﹤0.01%	673
2021 Q3	$8K	Hold	122	–	–	﹤0.01%	808
2021 Q2	$8K	Sell	122 -407	-77%	-$26.7K	﹤0.01%	808
2021 Q1	$32K	Buy	529 +87	+20%	+$5.15K	﹤0.01%	600
2020 Q4	$27K	Sell	442 -258	-37%	-$15.2K	﹤0.01%	621
2020 Q3	$41K	Buy	+700	New	+$41.4K	﹤0.01%	484

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

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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