Gyroscope Capital Management Group’s Realty Income O Stock Holding History

Gyroscope Capital Management 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
2023 Q3	$454K	Buy	9,090 +328	+4%	+$18.9K	0.1%	140
2023 Q2	$524K	Buy	8,762 +224	+3%	+$13.7K	0.12%	115
2023 Q1	$541K	Buy	8,538 +788	+10%	+$51.1K	0.14%	111
2022 Q4	$492K	Buy	+7,750	New	+$481K	0.15%	100
2018 Q1	–	Sell	-6,306	Closed	-$348K	–	125
2017 Q4	$348K	Buy	6,306 +688	+12%	+$37.3K	0.16%	84
2017 Q3	$311K	Buy	5,618 +636	+13%	+$35.3K	0.16%	81
2017 Q2	$266K	Buy	4,982 +759	+18%	+$42K	0.13%	93
2017 Q1	$244K	Sell	4,223 -43	-1%	-$2.49K	0.15%	79
2016 Q4	$238K	Buy	4,266 +377	+10%	+$21.2K	0.16%	86
2016 Q3	$252K	Buy	+3,889	New	+$257K	0.19%	68

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Gyroscope Capital Management Group's O Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its Realty Income (O) stake by 3.7% in Q3 2023, buying an estimated $18.9K and bringing the position to 9,090 shares worth $454K. The position accounts for 0.1% of the portfolio, ranked #140.

Gyroscope Capital Management Group first reported a position in O in Q3 2016 and has held it in 10 quarters since. The position peaked at $541K in Q1 2023. 1,062 funds tracked by Wall St. Rank hold O as of Q3 2023.

Gyroscope Capital Management Group held 9,090 shares of Realty Income worth $454K as of Q3 2023.
Gyroscope Capital Management Group bought 328 Realty Income shares in Q3 2023, an estimated $18.9K.
Realty Income made up 0.1% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #140 holding.
Gyroscope Capital Management Group first reported a position in Realty Income in Q3 2016 and has held it in 10 quarters since.
Gyroscope Capital Management Group's Realty Income position peaked at $541K in Q1 2023.
1,062 funds tracked by Wall St. Rank held Realty Income as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.