CSWM
O icon

Cassady Schiller Wealth Management’s Realty Income O Stock Holding History

Cassady Schiller Wealth 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 		$1.44K Buy
+27
New +$1.57K ﹤0.01% 682
2022
Q1 		– Sell
-8
Closed -$1K – 439
2021
Q4 		$1K Buy
+8
New +$550 ﹤0.01% 487

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $34.1B AUM 20.22% 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

Cassady Schiller Wealth Management's O Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Realty Income (O) in Q4 2024: 27 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in O as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in O in Q4 2021 and has held it in 2 quarters since. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.

  • Cassady Schiller Wealth Management held 27 shares of Realty Income worth $1.44K as of Q4 2024.
  • Realty Income was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Realty Income made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #682 holding.
  • Cassady Schiller Wealth Management first reported a position in Realty Income in Q4 2021 and has held it in 2 quarters since.
  • 1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.