JCIA
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Jackson Creek Investment Advisors’s Realty Income O Stock Holding History

Jackson Creek Investment Advisors’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
Q1 		– Sell
-9,965
Closed -$572K – 347
2023
Q4 		$572K Buy
+9,965
New +$523K 0.22% 225

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jackson Creek Investment Advisors's O Position: Q1 2024 in Review

Jackson Creek Investment Advisors sold out of Realty Income (O) in Q1 2024, closing a stake of 9,965 shares — an estimated $572K sold.

Jackson Creek Investment Advisors first reported a position in O in Q4 2023 and held it in 1 quarter. The position peaked at $572K in Q4 2023. 1,189 funds tracked by Wall St. Rank hold O as of Q1 2024.

  • Jackson Creek Investment Advisors reported no remaining Realty Income position as of Q1 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 9,965 Realty Income shares in Q1 2024, an estimated $572K.
  • Jackson Creek Investment Advisors first reported a position in Realty Income in Q4 2023 and held it in 1 quarter.
  • Jackson Creek Investment Advisors's Realty Income position peaked at $572K in Q4 2023.
  • 1,189 funds tracked by Wall St. Rank held Realty Income as of Q1 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.