SpiderRock Advisors’s Realty Income O Stock Holding History

SpiderRock Advisors’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Hold	–	-$4K	–	141
2019 Q3	–	Hold	–	–	–	93
2019 Q2	–	Hold	–	–	–	30
2019 Q1	–	Hold	–	–	–	26
2017 Q4	–	Hold	–	-$9K	–	285
2017 Q3	–	Hold	–	–	–	443
2017 Q2	–	Hold	–	-$16K	–	1086
2017 Q1	–	Hold	–	–	–	706

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

SpiderRock Advisors's O Position: Q2 2024 in Review

SpiderRock Advisors sold out of Realty Income (O) in Q2 2024, closing a stake of 21,077 shares — an estimated $1.1M sold.

SpiderRock Advisors first reported a position in O in Q1 2024 and held it in 1 quarter. The position peaked at $1.1M in Q1 2024. 1,178 funds tracked by Wall St. Rank hold O as of Q2 2024.

SpiderRock Advisors reported no remaining Realty Income position as of Q2 2024 after selling out during the quarter.
SpiderRock Advisors sold 21,077 Realty Income shares in Q2 2024, an estimated $1.1M.
SpiderRock Advisors first reported a position in Realty Income in Q1 2024 and held it in 1 quarter.
SpiderRock Advisors's Realty Income position peaked at $1.1M in Q1 2024.
1,178 funds tracked by Wall St. Rank held Realty Income as of Q2 2024.

Based on SpiderRock Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.