Zeke Capital Advisors’s Realty Income O Stock Holding History

Zeke Capital Advisors’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
2022 Q4	$274K	Buy	4,316 +751	+21%	+$46.6K	0.02%	358
2022 Q3	$207K	Sell	3,565 -31	-0.9%	-$2.14K	0.02%	426
2022 Q2	$245K	Buy	+3,596	New	+$247K	0.02%	392
2019 Q4	–	Sell	-3,301	Closed	-$245K	–	564
2019 Q3	$245K	Buy	3,301 +275	+9%	+$19.3K	0.02%	484
2019 Q2	$202K	Hold	3,026	–	–	0.02%	544
2019 Q1	$216K	Buy	+3,026	New	+$201K	0.02%	533
2018 Q1	–	Sell	-14,985	Closed	-$828K	–	678
2017 Q4	$828K	Buy	14,985 +8,963	+149%	+$486K	0.09%	189
2017 Q3	$334K	Buy	+6,022	New	+$335K	0.05%	309

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zeke Capital Advisors's O Position: Q4 2022 in Review

Zeke Capital Advisors increased its Realty Income (O) stake by 21% in Q4 2022, buying an estimated $46.6K and bringing the position to 4,316 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #358.

Zeke Capital Advisors first reported a position in O in Q3 2017 and has held it in 8 quarters since. The position peaked at $828K in Q4 2017. 1,116 funds tracked by Wall St. Rank hold O as of Q4 2022.

Zeke Capital Advisors held 4,316 shares of Realty Income worth $274K as of Q4 2022.
Zeke Capital Advisors bought 751 Realty Income shares in Q4 2022, an estimated $46.6K.
Realty Income made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #358 holding.
Zeke Capital Advisors first reported a position in Realty Income in Q3 2017 and has held it in 8 quarters since.
Zeke Capital Advisors's Realty Income position peaked at $828K in Q4 2017.
1,116 funds tracked by Wall St. Rank held Realty Income as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.