Seldon Capital’s Realty Income O Stock Holding History

Seldon Capital’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
2023 Q1	–	Sell	-294	Closed	-$18.6K	–	193
2022 Q4	$18.6K	Hold	294	–	–	0.02%	207
2022 Q3	$17K	Hold	294	–	–	0.01%	218
2022 Q2	$20K	Hold	294	–	–	0.01%	223
2022 Q1	$20K	Hold	294	–	–	0.01%	230
2021 Q4	$21K	Buy	+294	New	+$20.2K	0.01%	231

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Seldon Capital's O Position: Q1 2023 in Review

Seldon Capital sold out of Realty Income (O) in Q1 2023, closing a stake of 294 shares — an estimated $18.6K sold.

Seldon Capital first reported a position in O in Q4 2021 and held it in 5 quarters. The position peaked at $21K in Q4 2021. 1,113 funds tracked by Wall St. Rank hold O as of Q1 2023.

Seldon Capital reported no remaining Realty Income position as of Q1 2023 after selling out during the quarter.
Seldon Capital sold 294 Realty Income shares in Q1 2023, an estimated $18.6K.
Seldon Capital first reported a position in Realty Income in Q4 2021 and held it in 5 quarters.
Seldon Capital's Realty Income position peaked at $21K in Q4 2021.
1,113 funds tracked by Wall St. Rank held Realty Income as of Q1 2023.

Based on Seldon Capital's 13F filing for Q1 2023, filed 12 May 2023.