BIMC
O icon

Benson Investment Management Company’s Realty Income O Stock Holding History

Benson Investment Management 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
Q1 		– Sell
-56,931
Closed -$3.43M – 56
2020
Q4 		$3.43M Buy
+56,931
New +$3.36M 2.1% 31

Other funds holding O

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Benson Investment Management Company's O Position: Q1 2021 in Review

Benson Investment Management Company sold out of Realty Income (O) in Q1 2021, closing a stake of 56,931 shares — an estimated $3.43M sold.

Benson Investment Management Company first reported a position in O in Q4 2020 and held it in 1 quarter. The position peaked at $3.43M in Q4 2020. 878 funds tracked by Wall St. Rank hold O as of Q1 2021.

  • Benson Investment Management Company reported no remaining Realty Income position as of Q1 2021 after selling out during the quarter.
  • Benson Investment Management Company sold 56,931 Realty Income shares in Q1 2021, an estimated $3.43M.
  • Benson Investment Management Company first reported a position in Realty Income in Q4 2020 and held it in 1 quarter.
  • Benson Investment Management Company's Realty Income position peaked at $3.43M in Q4 2020.
  • 878 funds tracked by Wall St. Rank held Realty Income as of Q1 2021.

Based on Benson Investment Management Company's 13F filing for Q1 2021, filed 3 May 2021.