9258 Wealth Management’s Realty Income O Stock Holding History

9258 Wealth 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 Q3	$389K	Buy	6,141 +537	+10%	+$32K	0.06%	239
2024 Q2	$296K	Buy	+5,604	New	+$299K	0.05%	270

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

9258 Wealth Management's O Position: Q3 2024 in Review

9258 Wealth Management increased its Realty Income (O) stake by 9.6% in Q3 2024, buying an estimated $32K and bringing the position to 6,141 shares worth $389K. The position accounts for 0.06% of the portfolio, ranked #239.

9258 Wealth Management first reported a position in O in Q2 2024 and has held it in 2 quarters since. 1,240 funds tracked by Wall St. Rank hold O as of Q3 2024.

9258 Wealth Management held 6,141 shares of Realty Income worth $389K as of Q3 2024.
9258 Wealth Management bought 537 Realty Income shares in Q3 2024, an estimated $32K.
Realty Income made up 0.06% of 9258 Wealth Management's portfolio in Q3 2024, its #239 holding.
9258 Wealth Management first reported a position in Realty Income in Q2 2024 and has held it in 2 quarters since.
1,240 funds tracked by Wall St. Rank held Realty Income as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.