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Whitaker-Myers Wealth Managers’s Realty Income O Stock Holding History

Whitaker-Myers Wealth Managers’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
Q1 		– Sell
-4,605
Closed -$246K – 128
2024
Q4 		$246K Buy
+4,605
New +$268K 0.07% 104

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 $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Whitaker-Myers Wealth Managers's O Position: Q1 2025 in Review

Whitaker-Myers Wealth Managers sold out of Realty Income (O) in Q1 2025, closing a stake of 4,605 shares — an estimated $246K sold.

Whitaker-Myers Wealth Managers first reported a position in O in Q4 2024 and held it in 1 quarter. The position peaked at $246K in Q4 2024. 1,279 funds tracked by Wall St. Rank hold O as of Q1 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Realty Income position as of Q1 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 4,605 Realty Income shares in Q1 2025, an estimated $246K.
  • Whitaker-Myers Wealth Managers first reported a position in Realty Income in Q4 2024 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's Realty Income position peaked at $246K in Q4 2024.
  • 1,279 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2025, filed 14 Apr 2025.