GFS
O icon

GYL Financial Synergies’s Realty Income O Stock Holding History

GYL Financial Synergies’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 		$488K Sell
7,691
-1,346
-15% -$80.1K 0.04% 244
2024
Q2 		$477K Buy
9,037
+943
+12% +$50.4K 0.04% 241
2024
Q1 		$438K Buy
8,094
+1
+0% +$54 0.03% 255
2023
Q4 		$465K Buy
8,093
+31
+0.4% +$1.63K 0.04% 249
2023
Q3 		$403K Buy
8,062
+100
+1% +$5.75K 0.04% 253
2023
Q2 		$476K Sell
7,962
-42
-0.5% -$2.56K 0.04% 244
2023
Q1 		$507K Buy
8,004
+8
+0.1% +$518 0.06% 188
2022
Q4 		$507K Buy
7,996
+434
+6% +$26.9K 0.11% 125
2022
Q3 		$440K Buy
7,562
+964
+15% +$66.5K 0.12% 113
2022
Q2 		$450K Buy
6,598
+2,013
+44% +$138K 0.12% 109
2022
Q1 		$318K Buy
4,585
+149
+3% +$10.1K 0.08% 153
2021
Q4 		$318K Sell
4,436
-142
-3% -$9.77K 0.09% 160
2021
Q3 		$288K Sell
4,578
-136
-3% -$9.18K 0.15% 149
2021
Q2 		$305K Hold
4,714
– – 0.16% 142
2021
Q1 		$290K Sell
4,714
-2,557
-35% -$151K 0.16% 144
2020
Q4 		$438K Sell
7,271
-462
-6% -$27.3K 0.25% 98
2020
Q3 		$455K Sell
7,733
-795
-9% -$47K 0.3% 94
2020
Q2 		$492K Buy
8,528
+826
+11% +$44K 0.36% 70
2020
Q1 		$372K Buy
7,702
+838
+12% +$58.4K 0.24% 82
2019
Q4 		$490K Buy
6,864
+478
+7% +$35.6K 0.22% 82
2019
Q3 		$475K Buy
6,386
+278
+5% +$19.5K 0.24% 82
2019
Q2 		$408K Buy
6,108
+85
+1% +$5.8K 0.22% 82
2019
Q1 		$429K Buy
6,023
+34
+0.6% +$2.25K 0.24% 76
2018
Q4 		$366K Buy
+5,989
New +$358K 0.27% 72

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GYL Financial Synergies's O Position: Q3 2024 in Review

GYL Financial Synergies reduced its Realty Income (O) stake by 15% in Q3 2024, selling an estimated $80.1K and leaving 7,691 shares worth $488K. The position accounts for 0.04% of the portfolio, ranked #244.

GYL Financial Synergies first reported a position in O in Q4 2018 and has held it in 24 quarters since. The position peaked at $507K in Q4 2022. 1,242 funds tracked by Wall St. Rank hold O as of Q3 2024.

  • GYL Financial Synergies held 7,691 shares of Realty Income worth $488K as of Q3 2024.
  • GYL Financial Synergies sold 1,346 Realty Income shares in Q3 2024, an estimated $80.1K.
  • Realty Income made up 0.04% of GYL Financial Synergies's portfolio in Q3 2024, its #244 holding.
  • GYL Financial Synergies first reported a position in Realty Income in Q4 2018 and has held it in 24 quarters since.
  • GYL Financial Synergies's Realty Income position peaked at $507K in Q4 2022.
  • 1,242 funds tracked by Wall St. Rank held Realty Income as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.