Burford Brothers’s Realty Income O Stock Holding History

Burford Brothers’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 Q1	–	Sell	-6,394	Closed	-$367K	–	153
2023 Q4	$367K	Buy	+6,394	New	+$336K	0.26%	103

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

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

Burford Brothers's O Position: Q1 2024 in Review

Burford Brothers sold out of Realty Income (O) in Q1 2024, closing a stake of 6,394 shares — an estimated $367K sold.

Burford Brothers first reported a position in O in Q4 2023 and held it in 1 quarter. The position peaked at $367K in Q4 2023. 1,189 funds tracked by Wall St. Rank hold O as of Q1 2024.

Burford Brothers reported no remaining Realty Income position as of Q1 2024 after selling out during the quarter.
Burford Brothers sold 6,394 Realty Income shares in Q1 2024, an estimated $367K.
Burford Brothers first reported a position in Realty Income in Q4 2023 and held it in 1 quarter.
Burford Brothers's Realty Income position peaked at $367K in Q4 2023.
1,189 funds tracked by Wall St. Rank held Realty Income as of Q1 2024.

Based on Burford Brothers's 13F filing for Q1 2024, filed 15 May 2024.