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Strategic Wealth Investment Group’s Realty Income O Stock Holding History

Strategic Wealth Investment Group’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
-3,489
Closed -$220K – 136
2024
Q3 		$220K Buy
+3,489
New +$208K 0.02% 125
2023
Q4 		$283K Buy
+4,926
New +$259K 0.04% 108
2023
Q3 		– Sell
-4,840
Closed -$289K – 108
2023
Q2 		$289K Buy
4,840
+60
+1% +$3.66K 0.05% 102
2023
Q1 		$303K Buy
4,780
+37
+0.8% +$2.4K 0.06% 105
2022
Q4 		$313K Buy
4,743
+73
+2% +$4.53K 0.07% 94
2022
Q3 		$272K Buy
4,670
+32
+0.7% +$2.21K 0.08% 85
2022
Q2 		$317K Buy
4,638
+68
+1% +$4.67K 0.08% 103
2022
Q1 		$317K Sell
4,570
-117
-2% -$7.95K 0.08% 74
2021
Q4 		$336K Buy
4,687
+14
+0.3% +$963 0.09% 69
2021
Q3 		$294K Buy
4,673
+22
+0.5% +$1.49K 0.09% 71
2021
Q2 		$301K Sell
4,651
-2,317
-33% -$152K 0.11% 67
2021
Q1 		$429K Buy
6,968
+1,037
+17% +$61.4K 0.21% 53
2020
Q4 		$357K Buy
5,931
+67
+1% +$3.96K 0.21% 62
2020
Q3 		$345K Buy
5,864
+42
+0.7% +$2.48K 0.26% 66
2020
Q2 		$336K Sell
5,822
-290
-5% -$15.4K 0.33% 62
2020
Q1 		$295K Buy
+6,112
New +$426K 0.48% 36

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 $37.4B AUM 35.42% 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

Strategic Wealth Investment Group's O Position: Q4 2024 in Review

Strategic Wealth Investment Group sold out of Realty Income (O) in Q4 2024, closing a stake of 3,489 shares — an estimated $220K sold.

Strategic Wealth Investment Group first reported a position in O in Q1 2020 and held it in 16 quarters. The position peaked at $429K in Q1 2021. 1,263 funds tracked by Wall St. Rank hold O as of Q4 2024.

  • Strategic Wealth Investment Group reported no remaining Realty Income position as of Q4 2024 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 3,489 Realty Income shares in Q4 2024, an estimated $220K.
  • Strategic Wealth Investment Group first reported a position in Realty Income in Q1 2020 and held it in 16 quarters.
  • Strategic Wealth Investment Group's Realty Income position peaked at $429K in Q1 2021.
  • 1,263 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2024, filed 22 Jan 2025.