CCG
O icon

Cypress Capital Group’s Realty Income O Stock Holding History

Cypress Capital 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
2024
Q4 		– Sell
-7,714
Closed -$489K – 293
2024
Q3 		$489K Sell
7,714
-102
-1% -$6.07K 0.06% 219
2024
Q2 		$413K Sell
7,816
-1,537
-16% -$82.1K 0.05% 224
2024
Q1 		$506K Sell
9,353
-1,509
-14% -$81.7K 0.06% 214
2023
Q4 		$624K Buy
10,862
+1,687
+18% +$88.6K 0.08% 198
2023
Q3 		$458K Buy
9,175
+46
+0.5% +$2.65K 0.07% 219
2023
Q2 		$546K Buy
9,129
+234
+3% +$14.3K 0.08% 209
2023
Q1 		$563K Buy
8,895
+2,424
+37% +$157K 0.09% 200
2022
Q4 		$410K Buy
6,471
+1,895
+41% +$118K 0.06% 224
2022
Q3 		$266K Buy
4,576
+210
+5% +$14.5K 0.04% 246
2022
Q2 		$298K Sell
4,366
-60
-1% -$4.12K 0.05% 249
2022
Q1 		$310K Buy
+4,426
New +$301K 0.04% 256

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cypress Capital Group's O Position: Q4 2024 in Review

Cypress Capital Group sold out of Realty Income (O) in Q4 2024, closing a stake of 7,714 shares — an estimated $489K sold.

Cypress Capital Group first reported a position in O in Q1 2022 and held it in 11 quarters. The position peaked at $624K in Q4 2023. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.

  • Cypress Capital Group reported no remaining Realty Income position as of Q4 2024 after selling out during the quarter.
  • Cypress Capital Group sold 7,714 Realty Income shares in Q4 2024, an estimated $489K.
  • Cypress Capital Group first reported a position in Realty Income in Q1 2022 and held it in 11 quarters.
  • Cypress Capital Group's Realty Income position peaked at $624K in Q4 2023.
  • 1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Cypress Capital Group's 13F filing for Q4 2024, filed 6 Feb 2025.