Kaizen Advisory’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$50K Buy
823
+191
+30% +$11.4K 0.03% 325
2018
Q3
$35K Hold
632
0.02% 416
2018
Q2
$33K Buy
632
+348
+123% +$17.6K 0.02% 438
2018
Q1
$14K Hold
284
0.01% 407
2017
Q4
$16K Buy
+284
New +$15.4K 0.01% 365

Other funds holding O

Kaizen Advisory's O Position: Q4 2018 in Review

Kaizen Advisory increased its Realty Income (O) stake by 30% in Q4 2018, buying an estimated $11.4K and bringing the position to 823 shares worth $50K. The position accounts for 0.03% of the portfolio, ranked #325.

Kaizen Advisory first reported a position in O in Q4 2017 and has held it in 5 quarters since. 745 funds tracked by Wall St. Rank hold O as of Q4 2018.

  • Kaizen Advisory held 823 shares of Realty Income worth $50K as of Q4 2018.
  • Kaizen Advisory bought 191 Realty Income shares in Q4 2018, an estimated $11.4K.
  • Realty Income made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #325 holding.
  • Kaizen Advisory first reported a position in Realty Income in Q4 2017 and has held it in 5 quarters since.
  • 745 funds tracked by Wall St. Rank held Realty Income as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.