FPCG
O icon

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

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return