CG
O icon

CFO4Life Group’s Realty Income O Stock Holding History

CFO4Life Group’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
-3,703
Closed -$235K – 232
2024
Q3 		$235K Buy
+3,703
New +$220K 0.04% 181
2019
Q2 		– Sell
-3,372
Closed -$240K – 127
2019
Q1 		$240K Buy
+3,372
New +$223K 0.11% 101
2018
Q3 		– Sell
-5,723
Closed -$298K – 133
2018
Q2 		$298K Buy
5,723
+560
+11% +$28.4K 0.12% 100
2018
Q1 		$259K Buy
5,163
+161
+3% +$8.02K 0.22% 77
2017
Q4 		$276K Sell
5,002
-1,415
-22% -$76.8K 0.22% 77
2017
Q3 		$356K Sell
6,417
-1,447
-18% -$80.4K 0.29% 66
2017
Q2 		$420K Buy
7,864
+318
+4% +$17.6K 0.39% 50
2017
Q1 		$435K Buy
+7,546
New +$437K 0.39% 50

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

CFO4Life Group's O Position: Q4 2024 in Review

CFO4Life Group sold out of Realty Income (O) in Q4 2024, closing a stake of 3,703 shares — an estimated $235K sold.

CFO4Life Group first reported a position in O in Q1 2017 and held it in 8 quarters. The position peaked at $435K in Q1 2017. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.

  • CFO4Life Group reported no remaining Realty Income position as of Q4 2024 after selling out during the quarter.
  • CFO4Life Group sold 3,703 Realty Income shares in Q4 2024, an estimated $235K.
  • CFO4Life Group first reported a position in Realty Income in Q1 2017 and held it in 8 quarters.
  • CFO4Life Group's Realty Income position peaked at $435K in Q1 2017.
  • 1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on CFO4Life Group's 13F filing for Q4 2024, filed 10 Feb 2025.