Cetera Investment Advisers’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $78.1M | Sell |
1,276,937
-2,996
| -0.2% | -$188K | 0.08% | 240 |
|
|
2025
Q4 | $72.1M | Buy |
1,279,933
+99,060
| +8% | +$5.74M | 0.08% | 241 |
|
|
2025
Q3 | $71.8M | Buy |
1,180,873
+160,903
| +16% | +$9.37M | 0.08% | 225 |
|
|
2025
Q2 | $58.8M | Buy |
1,019,970
+570
| +0.1% | +$32.2K | 0.1% | 203 |
|
|
2025
Q1 | $59.1M | Buy |
1,019,400
+54,510
| +6% | +$3.02M | 0.11% | 183 |
|
|
2024
Q4 | $51.5M | Sell |
964,890
-21,739
| -2% | -$1.27M | 0.11% | 191 |
|
|
2024
Q3 | $62.6M | Buy |
986,629
+12,187
| +1% | +$725K | 0.14% | 150 |
|
|
2024
Q2 | $51.5M | Buy |
974,442
+23,107
| +2% | +$1.23M | 0.12% | 158 |
|
|
2024
Q1 | $51.5M | Buy |
951,335
+765,048
| +411% | +$41.4M | 0.12% | 158 |
|
|
2023
Q4 | $10.7M | Buy |
186,287
+9,927
| +6% | +$521K | 0.09% | 214 |
|
|
2023
Q3 | $8.81M | Buy |
176,360
+3,913
| +2% | +$225K | 0.08% | 254 |
|
|
2023
Q2 | $10.3M | Buy |
172,447
+6,379
| +4% | +$389K | 0.09% | 217 |
|
|
2023
Q1 | $10.5M | Buy |
166,068
+6,728
| +4% | +$436K | 0.09% | 202 |
|
|
2022
Q4 | $10.1M | Buy |
159,340
+59,919
| +60% | +$3.72M | 0.09% | 208 |
|
|
2022
Q3 | $5.79M | Sell |
99,421
-25,237
| -20% | -$1.74M | 0.12% | 185 |
|
|
2022
Q2 | $8.51M | Sell |
124,658
-2,805
| -2% | -$193K | 0.14% | 158 |
|
|
2022
Q1 | $8.83M | Sell |
127,463
-589
| -0.5% | -$40K | 0.13% | 167 |
|
|
2021
Q4 | $9.17M | Buy |
128,052
+22,815
| +22% | +$1.57M | 0.13% | 164 |
|
|
2021
Q3 | $6.61M | Buy |
105,237
+9,168
| +10% | +$619K | 0.11% | 211 |
|
|
2021
Q2 | $6.21M | Buy |
96,069
+8,608
| +10% | +$566K | 0.1% | 221 |
|
|
2021
Q1 | $5.38M | Sell |
87,461
-171
| -0.2% | -$10.1K | 0.11% | 210 |
|
|
2020
Q4 | $5.28M | Buy |
87,632
+76,548
| +691% | +$4.52M | 0.1% | 211 |
|
|
2020
Q3 | $652K | Buy |
11,084
+1,887
| +21% | +$112K | 0.05% | 330 |
|
|
2020
Q2 | $530K | Buy |
9,197
+714
| +8% | +$38K | 0.05% | 345 |
|
|
2020
Q1 | $410K | Buy |
8,483
+756
| +10% | +$52.6K | 0.05% | 336 |
|
|
2019
Q4 | $550K | Buy |
7,727
+79
| +1% | +$5.88K | 0.06% | 324 |
|
|
2019
Q3 | $573K | Buy |
7,648
+190
| +3% | +$13.3K | 0.07% | 283 |
|
|
2019
Q2 | $501K | Sell |
7,458
-507
| -6% | -$34.6K | 0.06% | 293 |
|
|
2019
Q1 | $567K | Sell |
7,965
-413
| -5% | -$27.4K | 0.08% | 246 |
|
|
2018
Q4 | $510K | Buy |
8,378
+2,164
| +35% | +$129K | 0.08% | 244 |
|
|
2018
Q3 | $342K | Buy |
6,214
+248
| +4% | +$13.7K | 0.05% | 347 |
|
|
2018
Q2 | $311K | Buy |
5,966
+218
| +4% | +$11K | 0.05% | 318 |
|
|
2018
Q1 | $288K | Sell |
5,748
-1,072
| -16% | -$53.4K | 0.05% | 310 |
|
|
2017
Q4 | $376K | Buy |
6,820
+1,522
| +29% | +$82.6K | 0.07% | 286 |
|
|
2017
Q3 | $293K | Sell |
5,298
-291
| -5% | -$16.2K | 0.06% | 312 |
|
|
2017
Q2 | $299K | Buy |
5,589
+516
| +10% | +$28.5K | 0.07% | 301 |
|
|
2017
Q1 | $293K | Sell |
5,073
-386
| -7% | -$22.4K | 0.08% | 284 |
|
|
2016
Q4 | $305K | Buy |
+5,459
| New | +$306K | 0.1% | 244 |
|
|
2016
Q3 | – | Sell |
-3,969
| Closed | -$266K | – | 311 |
|
|
2016
Q2 | $266K | Sell |
3,969
-367
| -8% | -$22.3K | 0.1% | 230 |
|
|
2016
Q1 | $262K | Buy |
+4,336
| New | +$241K | 0.11% | 215 |
|
Other funds holding O
VPM
VCM
