First Command Bank’s Realty Income O Stock Holding History

First Command Bank’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
2023 Q1	–	Sell	-265	Closed	-$17K	–	405
2022 Q4	$17K	Hold	265	–	–	﹤0.01%	302
2022 Q3	$15K	Hold	265	–	–	﹤0.01%	308
2022 Q2	$18K	Buy	+265	New	+$18.2K	﹤0.01%	300
2022 Q1	–	Sell	-28	Closed	-$2K	–	470
2021 Q4	$2K	Sell	28 -1	-3%	-$69	﹤0.01%	426
2021 Q3	$2K	Buy	+29	New	+$1.96K	﹤0.01%	426
2021 Q1	–	Sell	-237	Closed	-$14K	–	448
2020 Q4	$14K	Buy	+237	New	+$14K	﹤0.01%	292
2019 Q4	–	Sell	-137	Closed	-$10K	–	381
2019 Q3	$10K	Buy	+137	New	+$9.61K	0.01%	311
2018 Q4	–	Sell	-511	Closed	-$28K	–	435
2018 Q3	$28K	Sell	511 -232	-31%	-$12.8K	0.01%	253
2018 Q2	$39K	Hold	743	–	–	0.01%	228
2018 Q1	$37.2K	Hold	743	–	–	0.02%	232
2017 Q4	$41K	Hold	743	–	–	0.02%	218
2017 Q3	$41K	Hold	743	–	–	0.03%	213
2017 Q2	$39K	Buy	743 +232	+45%	+$12.8K	0.03%	223
2017 Q1	$29K	Sell	511 -980	-66%	-$56.8K	0.02%	245
2016 Q4	$83K	Buy	+1,491	New	+$83.7K	0.07%	145

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

First Command Bank's O Position: Q1 2023 in Review

First Command Bank sold out of Realty Income (O) in Q1 2023, closing a stake of 265 shares — an estimated $17K sold.

First Command Bank first reported a position in O in Q4 2016 and held it in 15 quarters. The position peaked at $83K in Q4 2016. 1,113 funds tracked by Wall St. Rank hold O as of Q1 2023.

First Command Bank reported no remaining Realty Income position as of Q1 2023 after selling out during the quarter.
First Command Bank sold 265 Realty Income shares in Q1 2023, an estimated $17K.
First Command Bank first reported a position in Realty Income in Q4 2016 and held it in 15 quarters.
First Command Bank's Realty Income position peaked at $83K in Q4 2016.
1,113 funds tracked by Wall St. Rank held Realty Income as of Q1 2023.

Based on First Command Bank's 13F filing for Q1 2023, filed 14 Apr 2023.