AFM
O icon

Anson Funds Management’s Realty Income O Stock Holding History

Anson Funds 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
2026
Q1 		$11.2M Buy
+183,800
New +$11.5M 0.72% 45
2024
Q4 		– Sell
-8,000
Closed -$507K – 202
2024
Q3 		$507K Buy
+8,000
New +$476K 0.07% 129
2021
Q4 		– Sell
-41,383
Closed -$2.6M – 377
2021
Q3 		$2.6M Sell
41,383
-10,320
-20% -$697K 0.26% 96
2021
Q2 		$3.34M Buy
51,703
+18,576
+56% +$1.22M 0.35% 74
2021
Q1 		$2.04M Buy
33,127
+11,352
+52% +$672K 0.26% 121
2020
Q4 		$1.31M Sell
21,775
-516
-2% -$30.5K 0.35% 88
2020
Q3 		$1.31M Hold
22,291
– – 0.92% 40
2020
Q2 		$1.28M Buy
+22,291
New +$1.19M 0.96% 32

Other funds holding O

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return