Hutchens & Kramer Investment Management Group’s Realty Income O Stock Holding History

Hutchens & Kramer Investment 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
2024 Q2	–	Sell	-4,548	Closed	-$243K	–	158
2024 Q1	$243K	Buy	4,548 +888	+24%	+$48.1K	0.14%	126
2023 Q4	$210K	Sell	3,660 -534	-13%	-$28K	0.15%	121
2023 Q3	$205K	Sell	4,194 -456	-10%	-$26.2K	0.16%	108
2023 Q2	$278K	Buy	4,650 +415	+10%	+$25.3K	0.22%	91
2023 Q1	$268K	Buy	4,235 +432	+11%	+$28K	0.23%	87
2022 Q4	$241K	Buy	+3,803	New	+$236K	0.18%	84
2022 Q3	–	Sell	-3,076	Closed	-$216K	–	102
2022 Q2	$216K	Buy	3,076 +204	+7%	+$14K	0.16%	97
2022 Q1	$204K	Buy	+2,872	New	+$195K	0.11%	123

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Hutchens & Kramer Investment Management Group's O Position: Q2 2024 in Review

Hutchens & Kramer Investment Management Group sold out of Realty Income (O) in Q2 2024, closing a stake of 4,548 shares — an estimated $243K sold.

Hutchens & Kramer Investment Management Group first reported a position in O in Q1 2022 and held it in 8 quarters. The position peaked at $278K in Q2 2023. 1,178 funds tracked by Wall St. Rank hold O as of Q2 2024.

Hutchens & Kramer Investment Management Group reported no remaining Realty Income position as of Q2 2024 after selling out during the quarter.
Hutchens & Kramer Investment Management Group sold 4,548 Realty Income shares in Q2 2024, an estimated $243K.
Hutchens & Kramer Investment Management Group first reported a position in Realty Income in Q1 2022 and held it in 8 quarters.
Hutchens & Kramer Investment Management Group's Realty Income position peaked at $278K in Q2 2023.
1,178 funds tracked by Wall St. Rank held Realty Income as of Q2 2024.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2024, filed 12 Jul 2024.