BFM
O icon

Boston Financial Management’s Realty Income O Stock Holding History

Boston Financial Management’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 		$212K Sell
3,974
-400
-9% -$23.3K 0.01% 325
2024
Q3 		$277K Sell
4,374
-1,000
-19% -$59.5K 0.01% 289
2024
Q2 		$284K Sell
5,374
-400
-7% -$21.4K 0.01% 286
2024
Q1 		$312K Buy
+5,774
New +$313K 0.01% 291

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 $3.37T AUM 44.26% 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 $37.4B AUM 35.42% 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

Boston Financial Management's O Position: Q4 2024 in Review

Boston Financial Management reduced its Realty Income (O) stake by 9.1% in Q4 2024, selling an estimated $23.3K and leaving 3,974 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #325.

Boston Financial Management first reported a position in O in Q1 2024 and has held it in 4 quarters since. The position peaked at $312K in Q1 2024. 1,263 funds tracked by Wall St. Rank hold O as of Q4 2024.

  • Boston Financial Management held 3,974 shares of Realty Income worth $212K as of Q4 2024.
  • Boston Financial Management sold 400 Realty Income shares in Q4 2024, an estimated $23.3K.
  • Realty Income made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #325 holding.
  • Boston Financial Management first reported a position in Realty Income in Q1 2024 and has held it in 4 quarters since.
  • Boston Financial Management's Realty Income position peaked at $312K in Q1 2024.
  • 1,263 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.