Fort Pitt Capital Group’s Realty Income O Stock Holding History

Fort Pitt 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 Q3	$3.75M	Buy	59,126 +2,197	+4%	+$131K	0.11%	58
2024 Q2	$3.01M	Buy	56,929 +4,016	+8%	+$214K	0.09%	62
2024 Q1	$2.86M	Buy	52,913 +248	+0.5%	+$13.4K	0.09%	63
2023 Q4	$3.02M	Buy	52,665 +6,980	+15%	+$366K	0.1%	63
2023 Q3	$2.28M	Buy	+45,685	New	+$2.63M	0.09%	60
2022 Q1	–	Sell	-7,783	Closed	-$557K	–	141
2021 Q4	$557K	Buy	+7,783	New	+$535K	0.02%	107

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fort Pitt Capital Group's O Position: Q3 2024 in Review

Fort Pitt Capital Group increased its Realty Income (O) stake by 3.9% in Q3 2024, buying an estimated $131K and bringing the position to 59,126 shares worth $3.75M. The position accounts for 0.11% of the portfolio, ranked #58.

Fort Pitt Capital Group first reported a position in O in Q4 2021 and has held it in 6 quarters since. 1,242 funds tracked by Wall St. Rank hold O as of Q3 2024.

Fort Pitt Capital Group held 59,126 shares of Realty Income worth $3.75M as of Q3 2024.
Fort Pitt Capital Group bought 2,197 Realty Income shares in Q3 2024, an estimated $131K.
Realty Income made up 0.11% of Fort Pitt Capital Group's portfolio in Q3 2024, its #58 holding.
Fort Pitt Capital Group first reported a position in Realty Income in Q4 2021 and has held it in 6 quarters since.
1,242 funds tracked by Wall St. Rank held Realty Income as of Q3 2024.

Based on Fort Pitt Capital Group's 13F filing for Q3 2024, filed 29 Oct 2024.