YANKCOM Partnership’s Realty Income O Stock Holding History

YANKCOM Partnership’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	-18	Closed	-$1.04K	–	316
2025 Q2	$1.04K	Buy	18 +10	+125%	+$565	﹤0.01%	295
2025 Q1	$464	Hold	8	–	–	﹤0.01%	280
2024 Q4	$427	Buy	+8	New	+$466	﹤0.01%	262

Other funds holding O

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

YANKCOM Partnership's O Position: Q3 2025 in Review

YANKCOM Partnership sold out of Realty Income (O) in Q3 2025, closing a stake of 18 shares — an estimated $1.04K sold.

YANKCOM Partnership first reported a position in O in Q4 2024 and held it in 3 quarters. The position peaked at $1.04K in Q2 2025. 1,342 funds tracked by Wall St. Rank hold O as of Q3 2025.

YANKCOM Partnership reported no remaining Realty Income position as of Q3 2025 after selling out during the quarter.
YANKCOM Partnership sold 18 Realty Income shares in Q3 2025, an estimated $1.04K.
YANKCOM Partnership first reported a position in Realty Income in Q4 2024 and held it in 3 quarters.
YANKCOM Partnership's Realty Income position peaked at $1.04K in Q2 2025.
1,342 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on YANKCOM Partnership's 13F filing for Q3 2025, filed 20 Oct 2025.