Childress Capital Advisors’s Realty Income O Stock Holding History

Childress Capital Advisors’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
2023 Q1	–	Sell	-7,696	Closed	-$488K	–	147
2022 Q4	$488K	Sell	7,696 -99	-1%	-$6.15K	0.16%	92
2022 Q3	$450K	Hold	7,795	–	–	0.18%	90
2022 Q2	$532K	Sell	7,795 -7,213	-48%	-$496K	0.21%	80
2022 Q1	$1.04M	Buy	+15,008	New	+$1.02M	0.36%	51
2021 Q1	–	Sell	-70	Closed	-$4K	–	697
2020 Q4	$4K	Buy	+70	New	+$4.14K	﹤0.01%	836

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Childress Capital Advisors's O Position: Q1 2023 in Review

Childress Capital Advisors sold out of Realty Income (O) in Q1 2023, closing a stake of 7,696 shares — an estimated $488K sold.

Childress Capital Advisors first reported a position in O in Q4 2020 and held it in 5 quarters. The position peaked at $1.04M in Q1 2022. 1,113 funds tracked by Wall St. Rank hold O as of Q1 2023.

Childress Capital Advisors reported no remaining Realty Income position as of Q1 2023 after selling out during the quarter.
Childress Capital Advisors sold 7,696 Realty Income shares in Q1 2023, an estimated $488K.
Childress Capital Advisors first reported a position in Realty Income in Q4 2020 and held it in 5 quarters.
Childress Capital Advisors's Realty Income position peaked at $1.04M in Q1 2022.
1,113 funds tracked by Wall St. Rank held Realty Income as of Q1 2023.

Based on Childress Capital Advisors's 13F filing for Q1 2023, filed 12 May 2023.