Semus Wealth Partners’s Realty Income O Stock Holding History

Semus Wealth Partners’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	-3,284	Closed	-$208K	–	124
2024 Q3	$208K	Buy	+3,284	New	+$195K	0.15%	111
2024 Q2	–	Sell	-3,727	Closed	-$202K	–	127
2024 Q1	$202K	Sell	3,727 -131	-3%	-$7.09K	0.17%	121
2023 Q4	$222K	Sell	3,858 -154	-4%	-$8.08K	0.18%	112
2023 Q3	$200K	Sell	4,012 -296	-7%	-$17K	0.19%	109
2023 Q2	$258K	Sell	4,308 -382	-8%	-$23.3K	0.24%	94
2023 Q1	$297K	Buy	4,690 +880	+23%	+$57K	0.32%	78
2022 Q4	$242K	Buy	+3,810	New	+$237K	0.29%	88

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Norges Bank Oslo, Norway $935B AUM

Semus Wealth Partners's O Position: Q4 2024 in Review

Semus Wealth Partners sold out of Realty Income (O) in Q4 2024, closing a stake of 3,284 shares — an estimated $208K sold.

Semus Wealth Partners first reported a position in O in Q4 2022 and held it in 7 quarters. The position peaked at $297K in Q1 2023. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.

Semus Wealth Partners reported no remaining Realty Income position as of Q4 2024 after selling out during the quarter.
Semus Wealth Partners sold 3,284 Realty Income shares in Q4 2024, an estimated $208K.
Semus Wealth Partners first reported a position in Realty Income in Q4 2022 and held it in 7 quarters.
Semus Wealth Partners's Realty Income position peaked at $297K in Q1 2023.
1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Semus Wealth Partners's 13F filing for Q4 2024, filed 31 Jan 2025.