Mitchell Sinkler & Starr’s Realty Income O Stock Holding History

Mitchell Sinkler & Starr’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 Q2	–	Sell	-3,180	Closed	-$201K	–	143
2023 Q1	$201K	Buy	+3,180	New	+$206K	0.06%	137
2017 Q2	–	Sell	-3,659	Closed	-$211K	–	79
2017 Q1	$211K	Hold	3,659	–	–	0.34%	75
2016 Q4	$204K	Hold	3,659	–	–	0.29%	77
2016 Q3	$237K	Sell	3,659 -99	-3%	-$6.54K	0.37%	66
2016 Q2	$253K	Sell	3,758 -650	-15%	-$39.4K	0.35%	75
2016 Q1	$267K	Sell	4,408 -592	-12%	-$33K	0.37%	73
2015 Q4	$250K	Sell	5,000 -1	-0%	-$48	0.34%	79
2015 Q3	$230K	Hold	5,001	–	–	0.3%	85
2015 Q2	$215K	Sell	5,001 -107	-2%	-$4.89K	0.25%	88
2015 Q1	$255K	Sell	5,108 -26	-0.5%	-$1.3K	0.29%	85
2014 Q4	$237K	Hold	5,134	–	–	0.26%	84
2014 Q3	$203K	Hold	5,134	–	–	0.23%	93
2014 Q2	$221K	Hold	5,134	–	–	0.24%	84
2014 Q1	$203K	Buy	+5,134	New	+$204K	0.23%	87
2013 Q4	–	Sell	-5,382	Closed	-$207K	–	85
2013 Q3	$207K	Sell	5,382 -8,178	-60%	-$332K	0.24%	78
2013 Q2	$551K	Buy	+13,560	New	+$626K	0.12%	116

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Mitchell Sinkler & Starr's O Position: Q2 2023 in Review

Mitchell Sinkler & Starr sold out of Realty Income (O) in Q2 2023, closing a stake of 3,180 shares — an estimated $201K sold.

Mitchell Sinkler & Starr first reported a position in O in Q2 2013 and held it in 16 quarters. The position peaked at $551K in Q2 2013. 1,097 funds tracked by Wall St. Rank hold O as of Q2 2023.

Mitchell Sinkler & Starr reported no remaining Realty Income position as of Q2 2023 after selling out during the quarter.
Mitchell Sinkler & Starr sold 3,180 Realty Income shares in Q2 2023, an estimated $201K.
Mitchell Sinkler & Starr first reported a position in Realty Income in Q2 2013 and held it in 16 quarters.
Mitchell Sinkler & Starr's Realty Income position peaked at $551K in Q2 2013.
1,097 funds tracked by Wall St. Rank held Realty Income as of Q2 2023.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2023, filed 18 Jul 2023.