KB Financial Partners’s Realty Income O Stock Holding History

KB Financial Partners’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 Q3	–	Sell	-25	Closed	-$1K	–	599
2023 Q2	$1K	Hold	25	–	–	﹤0.01%	595
2023 Q1	$2K	Hold	25	–	–	﹤0.01%	538
2022 Q4	$2K	Hold	25	–	–	﹤0.01%	534
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	569
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	533
2022 Q1	$2K	Sell	25 -21	-46%	-$1.43K	﹤0.01%	571
2021 Q4	$3K	Buy	+46	New	+$3.16K	﹤0.01%	550
2021 Q3	–	Sell	-26	Closed	-$2K	–	440
2021 Q2	$2K	Hold	26	–	–	﹤0.01%	581
2021 Q1	$2K	Buy	+26	New	+$1.54K	﹤0.01%	589

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

KB Financial Partners's O Position: Q3 2023 in Review

KB Financial Partners sold out of Realty Income (O) in Q3 2023, closing a stake of 25 shares — an estimated $1K sold.

KB Financial Partners first reported a position in O in Q1 2021 and held it in 9 quarters. The position peaked at $3K in Q4 2021. 1,062 funds tracked by Wall St. Rank hold O as of Q3 2023.

KB Financial Partners reported no remaining Realty Income position as of Q3 2023 after selling out during the quarter.
KB Financial Partners sold 25 Realty Income shares in Q3 2023, an estimated $1K.
KB Financial Partners first reported a position in Realty Income in Q1 2021 and held it in 9 quarters.
KB Financial Partners's Realty Income position peaked at $3K in Q4 2021.
1,062 funds tracked by Wall St. Rank held Realty Income as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.