Cascade Investment Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21,986
| Closed | -$1.17M | – | 119 |
|
|
2024
Q4 | $1.17M | Hold |
21,986
| – | – | 0.75% | 69 |
|
|
2024
Q3 | $1.39M | Sell |
21,986
-90
| -0.4% | -$5.36K | 0.89% | 53 |
|
|
2024
Q2 | $1.17M | Buy |
22,076
+225
| +1% | +$12K | 0.79% | 62 |
|
|
2024
Q1 | $1.18M | Buy |
21,851
+75
| +0.3% | +$4.06K | 0.77% | 67 |
|
|
2023
Q4 | $1.25M | Buy |
21,776
+3,590
| +20% | +$188K | 0.89% | 54 |
|
|
2023
Q3 | $908K | Sell |
18,186
-635
| -3% | -$36.5K | 0.72% | 73 |
|
|
2023
Q2 | $1.13M | Sell |
18,821
-110
| -0.6% | -$6.71K | 0.84% | 58 |
|
|
2023
Q1 | $1.2M | Sell |
18,931
-995
| -5% | -$64.5K | 0.95% | 52 |
|
|
2022
Q4 | $1.26M | Sell |
19,926
-485
| -2% | -$30.1K | 1.05% | 43 |
|
|
2022
Q3 | $1.27M | Sell |
20,411
-150
| -0.7% | -$10.3K | 1.09% | 42 |
|
|
2022
Q2 | $1.4M | Sell |
20,561
-180
| -0.9% | -$12.4K | 1.1% | 22 |
|
|
2022
Q1 | $1.44M | Buy |
20,741
+895
| +5% | +$60.8K | 0.88% | 49 |
|
|
2021
Q4 | $1.42M | Buy |
19,846
+331
| +2% | +$22.8K | 0.83% | 62 |
|
|
2021
Q3 | $1.23M | Sell |
19,515
-103
| -0.5% | -$6.95K | 0.8% | 63 |
|
|
2021
Q2 | $1.27M | Buy |
19,618
+1,398
| +8% | +$91.8K | 0.8% | 67 |
|
|
2021
Q1 | $1.12M | Buy |
18,220
+16,589
| +1,017% | +$983K | 0.73% | 77 |
|
|
2020
Q4 | $98.2K | Hold |
1,631
| – | – | 0.07% | 131 |
|
|
2020
Q3 | $96K | Hold |
1,631
| – | – | 0.08% | 123 |
|
|
2020
Q2 | $94K | Hold |
1,631
| – | – | 0.09% | 119 |
|
|
2020
Q1 | $78.8K | Hold |
1,631
| – | – | 0.09% | 117 |
|
|
2019
Q4 | $116K | Hold |
1,631
| – | – | 0.09% | 118 |
|
|
2019
Q3 | $121K | Hold |
1,631
| – | – | 0.09% | 111 |
|
|
2019
Q2 | $109K | Buy |
1,631
+1,218
| +295% | +$83.2K | 0.09% | 115 |
|
|
2019
Q1 | $29.4K | Buy |
413
+372
| +907% | +$24.7K | 0.03% | 156 |
|
|
2018
Q4 | $25.2K | Sell |
41
-372
| -90% | -$22.2K | 0.03% | 161 |
|
|
2018
Q3 | $22.8K | Hold |
413
| – | – | 0.02% | 158 |
|
|
2018
Q2 | $21.5K | Hold |
413
| – | – | 0.02% | 159 |
|
|
2018
Q1 | $20.7K | Hold |
413
| – | – | 0.02% | 158 |
|
|
2017
Q4 | $22.8K | Hold |
413
| – | – | 0.02% | 152 |
|
|
2017
Q3 | $22.9K | Hold |
413
| – | – | 0.02% | 144 |
|
|
2017
Q2 | $22.1K | Buy |
+413
| New | +$22.8K | 0.02% | 142 |
|
|
2016
Q2 | $26.7K | Buy |
+397
| New | +$24.1K | 0.03% | 119 |
|
Other funds holding O
Cascade Investment Advisors's O Position: Q1 2025 in Review
Cascade Investment Advisors sold out of Realty Income (O) in Q1 2025, closing a stake of 21,986 shares — an estimated $1.17M sold.
Cascade Investment Advisors first reported a position in O in Q2 2016 and held it in 32 quarters. The position peaked at $1.44M in Q1 2022. 1,276 funds tracked by Wall St. Rank hold O as of Q1 2025.
- Cascade Investment Advisors reported no remaining Realty Income position as of Q1 2025 after selling out during the quarter.
- Cascade Investment Advisors sold 21,986 Realty Income shares in Q1 2025, an estimated $1.17M.
- Cascade Investment Advisors first reported a position in Realty Income in Q2 2016 and held it in 32 quarters.
- Cascade Investment Advisors's Realty Income position peaked at $1.44M in Q1 2022.
- 1,276 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.
Based on Cascade Investment Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.