Stamos Capital Partners’s Realty Income O Stock Holding History

Stamos Capital 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
2023 Q1	–	Sell	-7,820	Closed	-$496K	–	127
2022 Q4	$496K	Sell	7,820 -7,840	-50%	-$487K	0.16%	113
2022 Q3	$911K	Sell	15,660 -3,540	-18%	-$244K	0.23%	85
2022 Q2	$1.31M	Hold	19,200	–	–	0.4%	50
2022 Q1	$1.33M	Buy	+19,200	New	+$1.31M	0.44%	43

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

Stamos Capital Partners's O Position: Q1 2023 in Review

Stamos Capital Partners sold out of Realty Income (O) in Q1 2023, closing a stake of 7,820 shares — an estimated $496K sold.

Stamos Capital Partners first reported a position in O in Q1 2022 and held it in 4 quarters. The position peaked at $1.33M in Q1 2022. 1,113 funds tracked by Wall St. Rank hold O as of Q1 2023.

Stamos Capital Partners reported no remaining Realty Income position as of Q1 2023 after selling out during the quarter.
Stamos Capital Partners sold 7,820 Realty Income shares in Q1 2023, an estimated $496K.
Stamos Capital Partners first reported a position in Realty Income in Q1 2022 and held it in 4 quarters.
Stamos Capital Partners's Realty Income position peaked at $1.33M in Q1 2022.
1,113 funds tracked by Wall St. Rank held Realty Income as of Q1 2023.

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