JIM
O icon

Jupiter Investment Management’s Realty Income O Stock Holding History

Jupiter Investment Management’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
2017
Q1 		– Sell
-11,365
Closed -$633K – 451
2016
Q4 		$633K Hold
11,365
– – 0.01% 248
2016
Q3 		$737K Buy
+11,365
New +$750K 0.01% 260
2014
Q3 		– Sell
-20,846
Closed -$897K – 378
2014
Q2 		$897K Buy
+20,846
New +$871K 0.05% 239

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jupiter Investment Management's O Position: Q1 2017 in Review

Jupiter Investment Management sold out of Realty Income (O) in Q1 2017, closing a stake of 11,365 shares — an estimated $633K sold.

Jupiter Investment Management first reported a position in O in Q2 2014 and held it in 3 quarters. The position peaked at $897K in Q2 2014. 603 funds tracked by Wall St. Rank hold O as of Q1 2017.

  • Jupiter Investment Management reported no remaining Realty Income position as of Q1 2017 after selling out during the quarter.
  • Jupiter Investment Management sold 11,365 Realty Income shares in Q1 2017, an estimated $633K.
  • Jupiter Investment Management first reported a position in Realty Income in Q2 2014 and held it in 3 quarters.
  • Jupiter Investment Management's Realty Income position peaked at $897K in Q2 2014.
  • 603 funds tracked by Wall St. Rank held Realty Income as of Q1 2017.

Based on Jupiter Investment Management's 13F filing for Q1 2017, filed 27 Apr 2017.