RCIM
O icon

Red Cedar Investment Management’s Realty Income O Stock Holding History

Red Cedar 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
2024
Q4 		– Sell
-19,609
Closed -$1.24M – 81
2024
Q3 		$1.24M Buy
+19,609
New +$1.17M 0.16% 64
2024
Q2 		– Sell
-23,605
Closed -$1.28M – 81
2024
Q1 		$1.28M Buy
23,605
+18,965
+409% +$1.03M 0.16% 64
2023
Q4 		$266K Buy
+4,640
New +$244K 0.04% 74
2023
Q3 		– Sell
-17,146
Closed -$1.03M – 83
2023
Q2 		$1.03M Hold
17,146
– – 0.16% 64
2023
Q1 		$1.09M Buy
17,146
+5,870
+52% +$380K 0.17% 62
2022
Q4 		$715K Buy
11,276
+883
+8% +$54.8K 0.11% 73
2022
Q3 		$605K Buy
10,393
+5,233
+101% +$361K 0.1% 72
2022
Q2 		$352K Buy
+5,160
New +$354K 0.06% 85

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Red Cedar Investment Management's O Position: Q4 2024 in Review

Red Cedar Investment Management sold out of Realty Income (O) in Q4 2024, closing a stake of 19,609 shares — an estimated $1.24M sold.

Red Cedar Investment Management first reported a position in O in Q2 2022 and held it in 8 quarters. The position peaked at $1.28M in Q1 2024. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.

  • Red Cedar Investment Management reported no remaining Realty Income position as of Q4 2024 after selling out during the quarter.
  • Red Cedar Investment Management sold 19,609 Realty Income shares in Q4 2024, an estimated $1.24M.
  • Red Cedar Investment Management first reported a position in Realty Income in Q2 2022 and held it in 8 quarters.
  • Red Cedar Investment Management's Realty Income position peaked at $1.28M in Q1 2024.
  • 1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Red Cedar Investment Management's 13F filing for Q4 2024, filed 30 Jan 2025.