FSA
O icon

Financial Sense Advisors’s Realty Income O Stock Holding History

Financial Sense Advisors’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
-37,899
Closed -$2.4M – 127
2024
Q3 		$2.4M Sell
37,899
-127
-0.3% -$7.56K 0.65% 33
2024
Q2 		$2.01M Buy
38,026
+2,987
+9% +$160K 0.61% 40
2024
Q1 		$1.9M Buy
35,039
+3,291
+10% +$178K 0.63% 42
2023
Q4 		$1.82M Buy
+31,748
New +$1.67M 0.68% 40
2021
Q1 		– Sell
-10,183
Closed -$613K – 123
2020
Q4 		$613K Buy
10,183
+229
+2% +$13.5K 0.22% 67
2020
Q3 		$586K Buy
9,954
+994
+11% +$58.8K 0.23% 62
2020
Q2 		$517K Sell
8,960
-5,907
-40% -$315K 0.18% 66
2020
Q1 		$718K Buy
14,867
+9,846
+196% +$686K 0.32% 54
2019
Q4 		$358K Hold
5,021
– – 0.13% 66
2019
Q3 		$373K Hold
5,021
– – 0.18% 55
2019
Q2 		$336K Sell
5,021
-10,371
-67% -$708K 0.15% 55
2019
Q1 		$1.1M Sell
15,392
-542
-3% -$35.9K 0.48% 28
2018
Q4 		$973K Buy
15,934
+99
+0.6% +$5.91K 0.61% 24
2018
Q3 		$873K Buy
+15,835
New +$872K 0.37% 39

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 $37.4B AUM 35.42% 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

Financial Sense Advisors's O Position: Q4 2024 in Review

Financial Sense Advisors sold out of Realty Income (O) in Q4 2024, closing a stake of 37,899 shares — an estimated $2.4M sold.

Financial Sense Advisors first reported a position in O in Q3 2018 and held it in 14 quarters. The position peaked at $2.4M in Q3 2024. 1,263 funds tracked by Wall St. Rank hold O as of Q4 2024.

  • Financial Sense Advisors reported no remaining Realty Income position as of Q4 2024 after selling out during the quarter.
  • Financial Sense Advisors sold 37,899 Realty Income shares in Q4 2024, an estimated $2.4M.
  • Financial Sense Advisors first reported a position in Realty Income in Q3 2018 and held it in 14 quarters.
  • Financial Sense Advisors's Realty Income position peaked at $2.4M in Q3 2024.
  • 1,263 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Financial Sense Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.