BDO Wealth Advisors’s Realty Income O Stock Holding History

BDO Wealth 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
2023 Q2	$16.1K	Buy	269 +46	+21%	+$2.81K	﹤0.01%	617
2023 Q1	$14.1K	Hold	223	–	–	﹤0.01%	644
2022 Q4	$14.1K	Hold	223	–	–	﹤0.01%	628
2022 Q3	$13K	Hold	223	–	–	﹤0.01%	662
2022 Q2	$15K	Hold	223	–	–	﹤0.01%	613
2022 Q1	$15K	Sell	223 -22	-9%	-$1.5K	﹤0.01%	653
2021 Q4	$18K	Buy	245 +15	+7%	+$1.03K	﹤0.01%	641
2021 Q3	$14K	Hold	230	–	–	﹤0.01%	676
2021 Q2	$15K	Sell	230 -131	-36%	-$8.61K	﹤0.01%	686
2021 Q1	$22K	Buy	+361	New	+$21.4K	﹤0.01%	604
2019 Q1	–	Sell	-310	Closed	-$19K	–	646
2018 Q4	$19K	Hold	310	–	–	0.01%	351
2018 Q3	$17K	Buy	+310	New	+$17.1K	0.01%	399
2018 Q1	–	Sell	-11	Closed	-$1K	–	597
2017 Q4	$1K	Buy	+11	New	+$597	﹤0.01%	464

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

BDO Wealth Advisors's O Position: Q2 2023 in Review

BDO Wealth Advisors increased its Realty Income (O) stake by 21% in Q2 2023, buying an estimated $2.81K and bringing the position to 269 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

BDO Wealth Advisors first reported a position in O in Q4 2017 and has held it in 13 quarters since. The position peaked at $22K in Q1 2021. 1,097 funds tracked by Wall St. Rank hold O as of Q2 2023.

BDO Wealth Advisors held 269 shares of Realty Income worth $16.1K as of Q2 2023.
BDO Wealth Advisors bought 46 Realty Income shares in Q2 2023, an estimated $2.81K.
Realty Income made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #617 holding.
BDO Wealth Advisors first reported a position in Realty Income in Q4 2017 and has held it in 13 quarters since.
BDO Wealth Advisors's Realty Income position peaked at $22K in Q1 2021.
1,097 funds tracked by Wall St. Rank held Realty Income as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.