SIA
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Schechter Investment Advisors’s Realty Income O Stock Holding History

Schechter Investment Advisors’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
-3,373
Closed -$214K – 693
2024
Q3 		$214K Buy
+3,373
New +$201K 0.02% 573
2023
Q2 		– Sell
-4,468
Closed -$283K – 693
2023
Q1 		$283K Buy
4,468
+1,017
+29% +$65.9K 0.03% 535
2022
Q4 		$219K Buy
+3,451
New +$214K 0.02% 724
2022
Q3 		– Sell
-3,563
Closed -$243K – 976
2022
Q2 		$243K Buy
+3,563
New +$245K 0.02% 785

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

Schechter Investment Advisors's O Position: Q4 2024 in Review

Schechter Investment Advisors sold out of Realty Income (O) in Q4 2024, closing a stake of 3,373 shares — an estimated $214K sold.

Schechter Investment Advisors first reported a position in O in Q2 2022 and held it in 4 quarters. The position peaked at $283K in Q1 2023. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.

  • Schechter Investment Advisors reported no remaining Realty Income position as of Q4 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 3,373 Realty Income shares in Q4 2024, an estimated $214K.
  • Schechter Investment Advisors first reported a position in Realty Income in Q2 2022 and held it in 4 quarters.
  • Schechter Investment Advisors's Realty Income position peaked at $283K in Q1 2023.
  • 1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Schechter Investment Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.