Richard Bernstein Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $873K | Sell |
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|
2025
Q2 | $1.87M | Hold |
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|
2025
Q1 | $1.88M | Sell |
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|
2024
Q4 | $1.8M | Hold |
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|
2024
Q3 | $2.14M | Sell |
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|
2024
Q2 | $2.11M | Hold |
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|
2024
Q1 | $2.16M | Hold |
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|
2023
Q4 | $2.3M | Buy |
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|
2023
Q3 | $1.99M | Sell |
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|
2023
Q2 | $4.16M | Buy |
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|
2023
Q1 | $992K | Hold |
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|
2022
Q4 | $993K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $953K | Hold |
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|
2019
Q4 | $1.41M | Hold |
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|
2019
Q3 | $1.47M | Hold |
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|
2019
Q2 | $1.32M | Buy |
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