SSC
O icon

Syverson Strege & Co’s Realty Income O Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-1,583
Closed -$100K – 436
2023
Q1 		$100K Buy
1,583
+42
+3% +$2.72K 0.04% 89
2022
Q4 		$97.7K Sell
1,541
-303
-16% -$18.8K 0.04% 95
2022
Q3 		$107K Sell
1,844
-816
-31% -$56.3K 0.05% 86
2022
Q2 		$182K Buy
2,660
+212
+9% +$14.6K 0.07% 72
2022
Q1 		$170K Buy
2,448
+11
+0.5% +$748 0.18% 68
2021
Q4 		$174K Sell
2,437
-67
-3% -$4.61K 0.13% 73
2021
Q3 		$157K Buy
2,504
+11
+0.4% +$743 0.13% 74
2021
Q2 		$161K Buy
2,493
+11
+0.4% +$723 0.14% 68
2021
Q1 		$153K Buy
2,482
+12
+0.5% +$711 0.16% 67
2020
Q4 		$149K Buy
+2,470
New +$146K 0.14% 65

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Syverson Strege & Co's O Position: Q2 2023 in Review

Syverson Strege & Co sold out of Realty Income (O) in Q2 2023, closing a stake of 1,583 shares — an estimated $100K sold.

Syverson Strege & Co first reported a position in O in Q4 2020 and held it in 10 quarters. The position peaked at $182K in Q2 2022. 1,097 funds tracked by Wall St. Rank hold O as of Q2 2023.

  • Syverson Strege & Co reported no remaining Realty Income position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 1,583 Realty Income shares in Q2 2023, an estimated $100K.
  • Syverson Strege & Co first reported a position in Realty Income in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's Realty Income position peaked at $182K in Q2 2022.
  • 1,097 funds tracked by Wall St. Rank held Realty Income as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.