Altium Wealth Management’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$898K Buy
13,152
+3,523
+37% +$242K 0.06% 172
2022
Q1
$667K Buy
9,629
+2,857
+42% +$194K 0.04% 214
2021
Q4
$485K Buy
6,772
+519
+8% +$35.7K 0.03% 258
2021
Q3
$393K Buy
6,253
+1,273
+26% +$85.9K 0.03% 270
2021
Q2
$322K Buy
4,980
+1,602
+47% +$105K 0.02% 303
2021
Q1
$208K Buy
+3,378
New +$200K 0.02% 356

Other funds holding O

Altium Wealth Management's O Position: Q2 2022 in Review

Altium Wealth Management increased its Realty Income (O) stake by 37% in Q2 2022, buying an estimated $242K and bringing the position to 13,152 shares worth $898K. The position accounts for 0.06% of the portfolio, ranked #172.

Altium Wealth Management first reported a position in O in Q1 2021 and has held it in 6 quarters since. 1,090 funds tracked by Wall St. Rank hold O as of Q2 2022.

  • Altium Wealth Management held 13,152 shares of Realty Income worth $898K as of Q2 2022.
  • Altium Wealth Management bought 3,523 Realty Income shares in Q2 2022, an estimated $242K.
  • Realty Income made up 0.06% of Altium Wealth Management's portfolio in Q2 2022, its #172 holding.
  • Altium Wealth Management first reported a position in Realty Income in Q1 2021 and has held it in 6 quarters since.
  • 1,090 funds tracked by Wall St. Rank held Realty Income as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.