MIM
O icon

Macroview Investment Management’s Realty Income O Stock Holding History

Macroview Investment Management’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
-291
Closed -$17.4K – 849
2023
Q2 		$17.4K Buy
291
+3
+1% +$183 0.03% 138
2023
Q1 		$18.2K Buy
288
+4
+1% +$259 0.03% 135
2022
Q4 		$18K Buy
284
+3
+1% +$186 0.03% 141
2022
Q3 		$16K Buy
281
+3
+1% +$207 0.03% 128
2022
Q2 		$19K Buy
+278
New +$19.1K 0.03% 134
2019
Q1 		– Sell
-31
Closed -$2K – 372
2018
Q4 		$2K Hold
31
– – 0.01% 280
2018
Q3 		$2K Hold
31
– – 0.01% 284
2018
Q2 		$2K Hold
31
– – 0.01% 250
2018
Q1 		$2K Buy
+31
New +$1.54K 0.01% 191

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macroview Investment Management's O Position: Q3 2023 in Review

Macroview Investment Management sold out of Realty Income (O) in Q3 2023, closing a stake of 291 shares — an estimated $17.4K sold.

Macroview Investment Management first reported a position in O in Q1 2018 and held it in 9 quarters. The position peaked at $19K in Q2 2022. 1,062 funds tracked by Wall St. Rank hold O as of Q3 2023.

  • Macroview Investment Management reported no remaining Realty Income position as of Q3 2023 after selling out during the quarter.
  • Macroview Investment Management sold 291 Realty Income shares in Q3 2023, an estimated $17.4K.
  • Macroview Investment Management first reported a position in Realty Income in Q1 2018 and held it in 9 quarters.
  • Macroview Investment Management's Realty Income position peaked at $19K in Q2 2022.
  • 1,062 funds tracked by Wall St. Rank held Realty Income as of Q3 2023.

Based on Macroview Investment Management's 13F filing for Q3 2023, filed 26 Oct 2023.