SCIA
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Sanibel Captiva Investment Advisers’s Realty Income O Stock Holding History

Sanibel Captiva Investment Advisers’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
2013
Q4 		$951K Buy
26,282
+3,107
+13% +$119K 0.59% 57
2013
Q3 		$893K Buy
23,175
+1,533
+7% +$62.1K 0.69% 44
2013
Q2 		$879K Buy
+21,642
New +$1,000K 0.86% 42

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
DCMA
Daiwa Capital Markets America New York $11.8B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanibel Captiva Investment Advisers's O Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its Realty Income (O) stake by 13% in Q4 2013, buying an estimated $119K and bringing the position to 26,282 shares worth $951K. The position accounts for 0.59% of the portfolio, ranked #57.

Sanibel Captiva Investment Advisers first reported a position in O in Q2 2013 and has held it in 3 quarters since. 414 funds tracked by Wall St. Rank hold O as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 26,282 shares of Realty Income worth $951K as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 3,107 Realty Income shares in Q4 2013, an estimated $119K.
  • Realty Income made up 0.59% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #57 holding.
  • Sanibel Captiva Investment Advisers first reported a position in Realty Income in Q2 2013 and has held it in 3 quarters since.
  • 414 funds tracked by Wall St. Rank held Realty Income as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.