Cooper Financial Group’s Realty Income O Stock Holding History

Cooper Financial 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
2026 Q2	$205K	Buy	+3,304	New	+$206K	0.02%	440
2025 Q3	–	Sell	-3,661	Closed	-$211K	–	406
2025 Q2	$211K	Buy	+3,661	New	+$207K	0.02%	356
2021 Q4	–	Sell	-3,446	Closed	-$217K	–	263
2021 Q3	$217K	Hold	3,446	–	–	0.05%	233
2021 Q2	$223K	Sell	3,446 -180	-5%	-$11.8K	0.05%	231
2021 Q1	$223K	Sell	3,626 -6,329	-64%	-$375K	0.05%	222
2020 Q4	$600K	Buy	9,955 +5,738	+136%	+$339K	0.12%	136
2020 Q3	$248K	Hold	4,217	–	–	0.07%	170
2020 Q2	$243K	Hold	4,217	–	–	0.08%	160
2020 Q1	$204K	Buy	4,217 +574	+16%	+$40K	0.09%	141
2019 Q4	$260K	Buy	3,643 +23	+0.6%	+$1.71K	0.1%	124
2019 Q3	$269K	Buy	3,620 +16	+0.4%	+$1.12K	0.12%	108
2019 Q2	$241K	Buy	3,604 +383	+12%	+$26.2K	0.12%	111
2019 Q1	$230K	Buy	+3,221	New	+$213K	0.13%	101

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Handelsbanken Fonder

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Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return