KHC
O icon

Koesten Hirschmann & Crabtree’s Realty Income O Stock Holding History

Koesten Hirschmann & Crabtree’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
-102
Closed -$5.09K – 194
2023
Q3 		$5.09K Buy
+102
New +$5.87K ﹤0.01% 128

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Koesten Hirschmann & Crabtree's O Position: Q4 2023 in Review

Koesten Hirschmann & Crabtree sold out of Realty Income (O) in Q4 2023, closing a stake of 102 shares — an estimated $5.09K sold.

Koesten Hirschmann & Crabtree first reported a position in O in Q3 2023 and held it in 1 quarter. The position peaked at $5.09K in Q3 2023. 1,154 funds tracked by Wall St. Rank hold O as of Q4 2023.

  • Koesten Hirschmann & Crabtree reported no remaining Realty Income position as of Q4 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 102 Realty Income shares in Q4 2023, an estimated $5.09K.
  • Koesten Hirschmann & Crabtree first reported a position in Realty Income in Q3 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's Realty Income position peaked at $5.09K in Q3 2023.
  • 1,154 funds tracked by Wall St. Rank held Realty Income as of Q4 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2023, filed 14 Feb 2024.