Zacks Investment Management’s Realty Income O Stock Holding History

Zacks 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	-3,573	Closed	-$227K	–	747
2024 Q3	$227K	Buy	+3,573	New	+$213K	﹤0.01%	620
2023 Q1	–	Sell	-3,339	Closed	-$212K	–	682
2022 Q4	$212K	Buy	+3,339	New	+$207K	﹤0.01%	561
2015 Q1	–	Sell	-10,774	Closed	-$498K	–	683
2014 Q4	$498K	Buy	+10,774	New	+$477K	0.02%	412

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Zacks Investment Management sold out of Realty Income (O) in Q4 2024, closing a stake of 3,573 shares — an estimated $227K sold.

Zacks Investment Management first reported a position in O in Q4 2014 and held it in 3 quarters. The position peaked at $498K in Q4 2014. 1,266 funds tracked by Wall St. Rank hold O as of Q4 2024.

Zacks Investment Management reported no remaining Realty Income position as of Q4 2024 after selling out during the quarter.
Zacks Investment Management sold 3,573 Realty Income shares in Q4 2024, an estimated $227K.
Zacks Investment Management first reported a position in Realty Income in Q4 2014 and held it in 3 quarters.
Zacks Investment Management's Realty Income position peaked at $498K in Q4 2014.
1,266 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

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