Capital Performance Advisors’s Realty Income O Stock Holding History

Capital Performance 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	–	Sell	-135	Closed	-$8.54K	–	1849
2024 Q3	$8.54K	Buy	+135	New	+$8.03K	﹤0.01%	902

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Capital Performance Advisors's O Position: Q4 2024 in Review

Capital Performance Advisors sold out of Realty Income (O) in Q4 2024, closing a stake of 135 shares — an estimated $8.54K sold.

Capital Performance Advisors first reported a position in O in Q3 2024 and held it in 1 quarter. The position peaked at $8.54K in Q3 2024. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.

Capital Performance Advisors reported no remaining Realty Income position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 135 Realty Income shares in Q4 2024, an estimated $8.54K.
Capital Performance Advisors first reported a position in Realty Income in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Realty Income position peaked at $8.54K in Q3 2024.
1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.