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	-84	Closed	-$36.5K	–	375
2024 Q4	$36.5K	Buy	+84	New	+$4.89K	﹤0.01%	154

Other funds holding O

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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. 1,275 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.
1,275 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.