CI
O icon

Clal Insurance’s Realty Income O Stock Holding History

Clal Insurance’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
2022
Q1 		– Sell
-2,064
Closed -$148K – 212
2021
Q4 		$148K Sell
2,064
-66
-3% -$4.54K ﹤0.01% 184
2021
Q3 		$134K Sell
2,130
-1,767
-45% -$119K ﹤0.01% 200
2021
Q2 		$253K Buy
3,897
+1,449
+59% +$95.2K ﹤0.01% 193
2021
Q1 		$151K Buy
+2,448
New +$145K ﹤0.01% 198

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clal Insurance's O Position: Q1 2022 in Review

Clal Insurance sold out of Realty Income (O) in Q1 2022, closing a stake of 2,064 shares — an estimated $148K sold.

Clal Insurance first reported a position in O in Q1 2021 and held it in 4 quarters. The position peaked at $253K in Q2 2021. 1,099 funds tracked by Wall St. Rank hold O as of Q1 2022.

  • Clal Insurance reported no remaining Realty Income position as of Q1 2022 after selling out during the quarter.
  • Clal Insurance sold 2,064 Realty Income shares in Q1 2022, an estimated $148K.
  • Clal Insurance first reported a position in Realty Income in Q1 2021 and held it in 4 quarters.
  • Clal Insurance's Realty Income position peaked at $253K in Q2 2021.
  • 1,099 funds tracked by Wall St. Rank held Realty Income as of Q1 2022.

Based on Clal Insurance's 13F filing for Q1 2022, filed 12 May 2022.