LFA
O icon

LGT Financial Advisors’s Realty Income O Stock Holding History

LGT Financial Advisors’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
2024
Q3 		– Sell
-23
Closed -$1.22K – 762
2024
Q2 		$1.22K Sell
23
-576
-96% -$30.8K ﹤0.01% 744
2024
Q1 		$32.4K Buy
599
+26
+5% +$1.41K 0.04% 276
2023
Q4 		$32.9K Buy
573
+4
+0.7% +$210 0.04% 259
2023
Q3 		$28.4K Buy
+569
New +$32.7K 0.04% 280

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LGT Financial Advisors's O Position: Q3 2024 in Review

LGT Financial Advisors sold out of Realty Income (O) in Q3 2024, closing a stake of 23 shares — an estimated $1.22K sold.

LGT Financial Advisors first reported a position in O in Q3 2023 and held it in 4 quarters. The position peaked at $32.9K in Q4 2023. 1,240 funds tracked by Wall St. Rank hold O as of Q3 2024.

  • LGT Financial Advisors reported no remaining Realty Income position as of Q3 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 23 Realty Income shares in Q3 2024, an estimated $1.22K.
  • LGT Financial Advisors first reported a position in Realty Income in Q3 2023 and held it in 4 quarters.
  • LGT Financial Advisors's Realty Income position peaked at $32.9K in Q4 2023.
  • 1,240 funds tracked by Wall St. Rank held Realty Income as of Q3 2024.

Based on LGT Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.