Prudent Investors Network’s Realty Income O Stock Holding History

Prudent Investors Network’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
2021 Q4	–	Sell	-6,862	Closed	-$431K	–	34
2021 Q3	$431K	Hold	6,862	–	–	0.22%	26
2021 Q2	$444K	Sell	6,862 -70,196	-91%	-$4.61M	0.23%	24
2021 Q1	$4.74M	Buy	77,058 +2,551	+3%	+$151K	2.68%	14
2020 Q4	$4.49M	Sell	74,507 -21,631	-22%	-$1.28M	2.72%	14
2020 Q3	$5.66M	Sell	96,138 -2,751	-3%	-$163K	3.75%	9
2020 Q2	$5.7M	Sell	98,889 -29,300	-23%	-$1.56M	3.87%	9
2020 Q1	$6.19M	Buy	+128,189	New	+$8.93M	4.75%	9

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Prudent Investors Network's O Position: Q4 2021 in Review

Prudent Investors Network sold out of Realty Income (O) in Q4 2021, closing a stake of 6,862 shares — an estimated $431K sold.

Prudent Investors Network first reported a position in O in Q1 2020 and held it in 7 quarters. The position peaked at $6.19M in Q1 2020. 1,106 funds tracked by Wall St. Rank hold O as of Q4 2021.

Prudent Investors Network reported no remaining Realty Income position as of Q4 2021 after selling out during the quarter.
Prudent Investors Network sold 6,862 Realty Income shares in Q4 2021, an estimated $431K.
Prudent Investors Network first reported a position in Realty Income in Q1 2020 and held it in 7 quarters.
Prudent Investors Network's Realty Income position peaked at $6.19M in Q1 2020.
1,106 funds tracked by Wall St. Rank held Realty Income as of Q4 2021.

Based on Prudent Investors Network's 13F filing for Q4 2021, filed 9 Feb 2022.