Cedar Wealth Management’s Realty Income O Stock Holding History

Cedar 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	–	Sell	-1,475	Closed	-$93.5K	–	226
2024 Q3	$93.5K	Buy	1,475 +25	+2%	+$1.49K	0.03%	129
2024 Q2	$76.6K	Sell	1,450 -650	-31%	-$34.7K	0.02%	143
2024 Q1	$114K	Sell	2,100 -400	-16%	-$21.7K	0.04%	128
2023 Q4	$144K	Sell	2,500 -1,000	-29%	-$52.5K	0.05%	117
2023 Q3	$175K	Sell	3,500 -800	-19%	-$46K	0.07%	109
2023 Q2	$257K	Hold	4,300	–	–	0.1%	89
2023 Q1	$272K	Hold	4,300	–	–	0.11%	83
2022 Q4	$273K	Hold	4,300	–	–	0.13%	78
2022 Q3	$250K	Hold	4,300	–	–	0.12%	89
2022 Q2	$294K	Hold	4,300	–	–	0.13%	89
2022 Q1	$298K	Hold	4,300	–	–	0.12%	98
2021 Q4	$308K	Buy	4,300 +3,474	+421%	+$239K	0.12%	103
2021 Q3	$52K	Hold	826	–	–	0.02%	158
2021 Q2	$53K	Hold	826	–	–	0.02%	164
2021 Q1	$51K	Hold	826	–	–	0.03%	151
2020 Q4	$50K	Hold	826	–	–	0.03%	136
2020 Q3	$49K	Hold	826	–	–	0.03%	132
2020 Q2	$48K	Hold	826	–	–	0.03%	128
2020 Q1	$40K	Buy	826 +207	+33%	+$14.4K	0.03%	133
2019 Q4	$44K	Hold	619	–	–	0.03%	94
2019 Q3	$46K	Hold	619	–	–	0.03%	94
2019 Q2	$41K	Hold	619	–	–	0.03%	114
2019 Q1	$44K	Hold	619	–	–	0.03%	104
2018 Q4	$38K	Buy	619 +103	+20%	+$6.15K	0.03%	94
2018 Q3	$28K	Hold	516	–	–	0.01%	103
2018 Q2	$27K	Buy	+516	New	+$26.1K	0.02%	96

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

Cedar Wealth Management's O Position: Q4 2024 in Review

Cedar Wealth Management sold out of Realty Income (O) in Q4 2024, closing a stake of 1,475 shares — an estimated $93.5K sold.

Cedar Wealth Management first reported a position in O in Q2 2018 and held it in 26 quarters. The position peaked at $308K in Q4 2021. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.

Cedar Wealth Management reported no remaining Realty Income position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 1,475 Realty Income shares in Q4 2024, an estimated $93.5K.
Cedar Wealth Management first reported a position in Realty Income in Q2 2018 and held it in 26 quarters.
Cedar Wealth Management's Realty Income position peaked at $308K in Q4 2021.
1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.