WT
O icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Washington Trust's O Position: Q2 2025 in Review

Washington Trust sold out of Realty Income (O) in Q2 2025, closing a stake of 400 shares — an estimated $23.2K sold.

Washington Trust first reported a position in O in Q3 2020 and held it in 19 quarters. The position peaked at $41K in Q3 2020. 1,286 funds tracked by Wall St. Rank hold O as of Q2 2025.

  • Washington Trust reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 400 Realty Income shares in Q2 2025, an estimated $23.2K.
  • Washington Trust first reported a position in Realty Income in Q3 2020 and held it in 19 quarters.
  • Washington Trust's Realty Income position peaked at $41K in Q3 2020.
  • 1,286 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.