Truepoint Inc’s Realty Income O Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-5,176	Closed	-$297K	–	207
2023 Q4	$297K	Buy	+5,176	New	+$272K	0.01%	173

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Truepoint Inc's O Position: Q1 2024 in Review

Truepoint Inc sold out of Realty Income (O) in Q1 2024, closing a stake of 5,176 shares — an estimated $297K sold.

Truepoint Inc first reported a position in O in Q4 2023 and held it in 1 quarter. The position peaked at $297K in Q4 2023. 1,189 funds tracked by Wall St. Rank hold O as of Q1 2024.

Truepoint Inc reported no remaining Realty Income position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 5,176 Realty Income shares in Q1 2024, an estimated $297K.
Truepoint Inc first reported a position in Realty Income in Q4 2023 and held it in 1 quarter.
Truepoint Inc's Realty Income position peaked at $297K in Q4 2023.
1,189 funds tracked by Wall St. Rank held Realty Income as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.