AS
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Altshuler Shaham’s Realty Income O Stock Holding History

Altshuler Shaham’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
-385
Closed -$20.6K – 376
2024
Q4 		$20.6K Buy
+385
New +$22.4K ﹤0.01% 233
2024
Q2 		– Sell
-25,607
Closed -$1.39M – 341
2024
Q1 		$1.39M Buy
25,607
+517
+2% +$28K 0.05% 38
2023
Q4 		$1.44M Buy
25,090
+24,597
+4,989% +$1.29M 0.08% 28
2023
Q3 		$24.6K Sell
493
-105
-18% -$6.04K ﹤0.01% 204
2023
Q2 		$35.8K Sell
598
-45
-7% -$2.75K ﹤0.01% 205
2023
Q1 		$40.7K Sell
643
-91
-12% -$5.9K ﹤0.01% 221
2022
Q4 		$46.6K Buy
734
+32
+5% +$1.99K ﹤0.01% 232
2022
Q3 		$41K Sell
702
-48
-6% -$3.31K ﹤0.01% 274
2022
Q2 		$51K Sell
750
-157
-17% -$10.8K ﹤0.01% 250
2022
Q1 		$63K Sell
907
-12
-1% -$816 ﹤0.01% 332
2021
Q4 		$66K Buy
+919
New +$63.2K ﹤0.01% 384

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

Altshuler Shaham's O Position: Q1 2025 in Review

Altshuler Shaham sold out of Realty Income (O) in Q1 2025, closing a stake of 385 shares — an estimated $20.6K sold.

Altshuler Shaham first reported a position in O in Q4 2021 and held it in 11 quarters. The position peaked at $1.44M in Q4 2023. 1,279 funds tracked by Wall St. Rank hold O as of Q1 2025.

  • Altshuler Shaham reported no remaining Realty Income position as of Q1 2025 after selling out during the quarter.
  • Altshuler Shaham sold 385 Realty Income shares in Q1 2025, an estimated $20.6K.
  • Altshuler Shaham first reported a position in Realty Income in Q4 2021 and held it in 11 quarters.
  • Altshuler Shaham's Realty Income position peaked at $1.44M in Q4 2023.
  • 1,279 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on Altshuler Shaham's 13F filing for Q1 2025, filed 15 May 2025.