WCM Investment Management
O icon

WCM Investment Management’s Realty Income O Stock Holding History

WCM Investment 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
Q2 		– Sell
-73,666
Closed -$4.17M – 267
2025
Q1 		$4.17M Sell
73,666
-1,307
-2% -$72.3K 0.01% 184
2024
Q4 		$3.95M Buy
74,973
+54,612
+268% +$3.18M 0.01% 195
2024
Q3 		$1.28M Buy
20,361
+14,798
+266% +$881K ﹤0.01% 239
2024
Q2 		$292K Buy
+5,563
New +$297K ﹤0.01% 255
2015
Q3 		– Sell
-5,387
Closed -$232K – 114
2015
Q2 		$232K Buy
5,387
+26
+0.5% +$1.19K 0.01% 113
2015
Q1 		$268K Buy
+5,361
New +$268K 0.01% 139

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 $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
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

WCM Investment Management's O Position: Q2 2025 in Review

WCM Investment Management sold out of Realty Income (O) in Q2 2025, closing a stake of 73,666 shares — an estimated $4.17M sold.

WCM Investment Management first reported a position in O in Q1 2015 and held it in 6 quarters. The position peaked at $4.17M in Q1 2025. 1,283 funds tracked by Wall St. Rank hold O as of Q2 2025.

  • WCM Investment Management reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
  • WCM Investment Management sold 73,666 Realty Income shares in Q2 2025, an estimated $4.17M.
  • WCM Investment Management first reported a position in Realty Income in Q1 2015 and held it in 6 quarters.
  • WCM Investment Management's Realty Income position peaked at $4.17M in Q1 2025.
  • 1,283 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on WCM Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.