McDaniel Terry & Co’s Realty Income O Stock Holding History

McDaniel Terry & Co’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 Q4	–	Sell	-3,269	Closed	-$207K	–	103
2024 Q3	$207K	Buy	+3,269	New	+$195K	0.02%	95

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

McDaniel Terry & Co's O Position: Q4 2024 in Review

McDaniel Terry & Co sold out of Realty Income (O) in Q4 2024, closing a stake of 3,269 shares — an estimated $207K sold.

McDaniel Terry & Co first reported a position in O in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.

McDaniel Terry & Co reported no remaining Realty Income position as of Q4 2024 after selling out during the quarter.
McDaniel Terry & Co sold 3,269 Realty Income shares in Q4 2024, an estimated $207K.
McDaniel Terry & Co first reported a position in Realty Income in Q3 2024 and held it in 1 quarter.
McDaniel Terry & Co's Realty Income position peaked at $207K in Q3 2024.
1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on McDaniel Terry & Co's 13F filing for Q4 2024, filed 3 Feb 2025.