Ameritas Investment Company’s Realty Income O Stock Holding History

Ameritas Investment Company’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
2021 Q3	$895K	Buy	14,235 +3,264	+30%	+$220K	0.04%	290
2021 Q2	$853K	Buy	10,971 +5,468	+99%	+$359K	0.04%	312
2021 Q1	$339K	Sell	5,503 -4,783	-47%	-$283K	0.03%	435
2020 Q4	$620K	Sell	10,286 -318	-3%	-$18.8K	0.12%	190
2020 Q3	$611K	Hold	10,604	–	–	0.19%	139
2020 Q2	$611K	Sell	10,604 -1,333	-11%	-$71K	0.18%	143
2020 Q1	$567K	Buy	11,937 +1,911	+19%	+$133K	0.09%	178
2019 Q4	$715K	Sell	10,026 -2,368	-19%	-$176K	0.15%	136
2019 Q3	$928K	Buy	12,394 +3,344	+37%	+$235K	0.19%	105
2019 Q2	$605K	Sell	9,050 -498	-5%	-$34K	0.29%	84
2019 Q1	$681K	Buy	+9,548	New	+$633K	0.13%	139

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Ameritas Investment Company's O Position: Q3 2021 in Review

Ameritas Investment Company increased its Realty Income (O) stake by 30% in Q3 2021, buying an estimated $220K and bringing the position to 14,235 shares worth $895K. The position accounts for 0.04% of the portfolio, ranked #290.

Ameritas Investment Company first reported a position in O in Q1 2019 and has held it in 11 quarters since. The position peaked at $928K in Q3 2019. 953 funds tracked by Wall St. Rank hold O as of Q3 2021.

Ameritas Investment Company held 14,235 shares of Realty Income worth $895K as of Q3 2021.
Ameritas Investment Company bought 3,264 Realty Income shares in Q3 2021, an estimated $220K.
Realty Income made up 0.04% of Ameritas Investment Company's portfolio in Q3 2021, its #290 holding.
Ameritas Investment Company first reported a position in Realty Income in Q1 2019 and has held it in 11 quarters since.
Ameritas Investment Company's Realty Income position peaked at $928K in Q3 2019.
953 funds tracked by Wall St. Rank held Realty Income as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.