Credit Suisse’s Realty Income O Stock Holding History

Credit Suisse’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
2021 Q3	–	Sell	-103,200	Closed	-$6.67M	–	4500
2021 Q2	$6.67M	Buy	103,200 +41,280	+67%	+$2.71M	﹤0.01%	1850
2021 Q1	$3.81M	Buy	+61,920	New	+$3.67M	﹤0.01%	2303

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Credit Suisse's O Position: Q1 2024 in Review

Credit Suisse increased its Realty Income (O) stake by 8.5% in Q1 2024, buying an estimated $4.67M and bringing the position to 1,100,734 shares worth $59.5M. The position accounts for 0.06% of the portfolio, ranked #327.

Credit Suisse first reported a position in O in Q2 2013 and has held it in 44 quarters since. The position peaked at $78.7M in Q1 2019. 1,189 funds tracked by Wall St. Rank hold O as of Q1 2024.

Credit Suisse held 1,100,734 shares of Realty Income worth $59.5M as of Q1 2024.
Credit Suisse bought 86,211 Realty Income shares in Q1 2024, an estimated $4.67M.
Realty Income made up 0.06% of Credit Suisse's portfolio in Q1 2024, its #327 holding.
Credit Suisse first reported a position in Realty Income in Q2 2013 and has held it in 44 quarters since.
Credit Suisse's Realty Income position peaked at $78.7M in Q1 2019.
1,189 funds tracked by Wall St. Rank held Realty Income as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.