The Family Firm’s Realty Income O Stock Holding History

The Family Firm’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 Q3	–	Sell	-84	Closed	-$4.46K	–	641
2024 Q2	$4.46K	Buy	+84	New	+$4.49K	﹤0.01%	749

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

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

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

The Family Firm's O Position: Q3 2024 in Review

The Family Firm sold out of Realty Income (O) in Q3 2024, closing a stake of 84 shares — an estimated $4.46K sold.

The Family Firm first reported a position in O in Q2 2024 and held it in 1 quarter. The position peaked at $4.46K in Q2 2024. 1,240 funds tracked by Wall St. Rank hold O as of Q3 2024.

The Family Firm reported no remaining Realty Income position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 84 Realty Income shares in Q3 2024, an estimated $4.46K.
The Family Firm first reported a position in Realty Income in Q2 2024 and held it in 1 quarter.
The Family Firm's Realty Income position peaked at $4.46K in Q2 2024.
1,240 funds tracked by Wall St. Rank held Realty Income as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.