FJ Investments’s Realty Income O Stock Holding History

FJ Investments’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 Q1	–	Sell	-18,400	Closed	-$1.06M	–	293
2023 Q4	$1.06M	Buy	+18,400	New	+$966K	0.05%	204

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

FJ Investments's O Position: Q1 2024 in Review

FJ Investments sold out of Realty Income (O) in Q1 2024, closing a stake of 18,400 shares — an estimated $1.06M sold.

FJ Investments first reported a position in O in Q4 2023 and held it in 1 quarter. The position peaked at $1.06M in Q4 2023. 1,189 funds tracked by Wall St. Rank hold O as of Q1 2024.

FJ Investments reported no remaining Realty Income position as of Q1 2024 after selling out during the quarter.
FJ Investments sold 18,400 Realty Income shares in Q1 2024, an estimated $1.06M.
FJ Investments first reported a position in Realty Income in Q4 2023 and held it in 1 quarter.
FJ Investments's Realty Income position peaked at $1.06M in Q4 2023.
1,189 funds tracked by Wall St. Rank held Realty Income as of Q1 2024.

Based on FJ Investments's 13F filing for Q1 2024, filed 15 May 2024.