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CIC Wealth’s Realty Income O Stock Holding History

CIC Wealth’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
Q3 		$353K Buy
+5,565
New +$331K 0.09% 120

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIC Wealth's O Position: Q3 2024 in Review

CIC Wealth opened a new position in Realty Income (O) in Q3 2024: 5,565 shares worth $353K. The stake represents 0.09% of the portfolio and ranks #120 among its holdings.

1,242 funds tracked by Wall St. Rank hold O as of Q3 2024.

  • CIC Wealth held 5,565 shares of Realty Income worth $353K as of Q3 2024.
  • Realty Income was a new CIC Wealth position in Q3 2024.
  • Realty Income made up 0.09% of CIC Wealth's portfolio in Q3 2024, its #120 holding.
  • 1,242 funds tracked by Wall St. Rank held Realty Income as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.