AFA
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Atlas Financial Advisors’s Realty Income O Stock Holding History

Atlas Financial Advisors’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
2024
Q4 		$360K Buy
6,747
+3,177
+89% +$185K 0.56% 26
2024
Q3 		$226K Buy
+3,570
New +$212K 0.36% 34

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Atlas Financial Advisors's O Position: Q4 2024 in Review

Atlas Financial Advisors increased its Realty Income (O) stake by 89% in Q4 2024, buying an estimated $185K and bringing the position to 6,747 shares worth $360K. The position accounts for 0.56% of the portfolio, ranked #26.

Atlas Financial Advisors first reported a position in O in Q3 2024 and has held it in 2 quarters since. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.

  • Atlas Financial Advisors held 6,747 shares of Realty Income worth $360K as of Q4 2024.
  • Atlas Financial Advisors bought 3,177 Realty Income shares in Q4 2024, an estimated $185K.
  • Realty Income made up 0.56% of Atlas Financial Advisors's portfolio in Q4 2024, its #26 holding.
  • Atlas Financial Advisors first reported a position in Realty Income in Q3 2024 and has held it in 2 quarters since.
  • 1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.