Kapitalo Investimentos’s Realty Income O Stock Holding History

Kapitalo Investimentos’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 Q4	–	Sell	-13,654	Closed	-$682K	–	662
2023 Q3	$682K	Buy	+13,654	New	+$785K	0.09%	73

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Kapitalo Investimentos's O Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Realty Income (O) in Q4 2023, closing a stake of 13,654 shares — an estimated $682K sold.

Kapitalo Investimentos first reported a position in O in Q3 2023 and held it in 1 quarter. The position peaked at $682K in Q3 2023. 1,154 funds tracked by Wall St. Rank hold O as of Q4 2023.

Kapitalo Investimentos reported no remaining Realty Income position as of Q4 2023 after selling out during the quarter.
Kapitalo Investimentos sold 13,654 Realty Income shares in Q4 2023, an estimated $682K.
Kapitalo Investimentos first reported a position in Realty Income in Q3 2023 and held it in 1 quarter.
Kapitalo Investimentos's Realty Income position peaked at $682K in Q3 2023.
1,154 funds tracked by Wall St. Rank held Realty Income as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.