VIM
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Vinva Investment Management’s Realty Income O Stock Holding History

Vinva Investment Management’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
-18,479
Closed -$1.16M – 448
2024
Q3 		$1.16M Sell
18,479
-9,275
-33% -$552K 0.05% 278
2024
Q2 		$1.46M Buy
27,754
+2,357
+9% +$126K 0.07% 247
2024
Q1 		$1.37M Buy
25,397
+7,189
+39% +$389K 0.08% 256
2023
Q4 		$1.07M Buy
18,208
+2,560
+16% +$134K 0.07% 254
2023
Q3 		$776K Hold
15,648
– – 0.07% 251
2023
Q2 		$942K Buy
+15,648
New +$955K 0.08% 242

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 $34.1B AUM 20.22% 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

Vinva Investment Management's O Position: Q4 2024 in Review

Vinva Investment Management sold out of Realty Income (O) in Q4 2024, closing a stake of 18,479 shares — an estimated $1.16M sold.

Vinva Investment Management first reported a position in O in Q2 2023 and held it in 6 quarters. The position peaked at $1.46M in Q2 2024. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.

  • Vinva Investment Management reported no remaining Realty Income position as of Q4 2024 after selling out during the quarter.
  • Vinva Investment Management sold 18,479 Realty Income shares in Q4 2024, an estimated $1.16M.
  • Vinva Investment Management first reported a position in Realty Income in Q2 2023 and held it in 6 quarters.
  • Vinva Investment Management's Realty Income position peaked at $1.46M in Q2 2024.
  • 1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Vinva Investment Management's 13F filing for Q4 2024, filed 11 Feb 2025.