Arden Trust’s Realty Income O Stock Holding History

Arden Trust’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
2020 Q2	–	Sell	-392	Closed	-$19K	–	624
2020 Q1	$19K	Buy	+392	New	+$27.3K	﹤0.01%	545
2017 Q1	–	Sell	-3,946	Closed	-$219K	–	356
2016 Q4	$219K	Sell	3,946 -939	-19%	-$52.7K	0.03%	319
2016 Q3	$317K	Buy	+4,885	New	+$323K	0.05%	265
2015 Q1	–	Sell	-6,056	Closed	-$280K	–	463
2014 Q4	$280K	Buy	+6,056	New	+$268K	0.04%	288

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Arden Trust's O Position: Q2 2020 in Review

Arden Trust sold out of Realty Income (O) in Q2 2020, closing a stake of 392 shares — an estimated $19K sold.

Arden Trust first reported a position in O in Q4 2014 and held it in 4 quarters. The position peaked at $317K in Q3 2016. 777 funds tracked by Wall St. Rank hold O as of Q2 2020.

Arden Trust reported no remaining Realty Income position as of Q2 2020 after selling out during the quarter.
Arden Trust sold 392 Realty Income shares in Q2 2020, an estimated $19K.
Arden Trust first reported a position in Realty Income in Q4 2014 and held it in 4 quarters.
Arden Trust's Realty Income position peaked at $317K in Q3 2016.
777 funds tracked by Wall St. Rank held Realty Income as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.