Bedel Financial Consulting’s Realty Income O Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-326	Closed	-$23K	–	653
2022 Q1	$23K	Hold	326	–	–	0.01%	528
2021 Q4	$23K	Sell	326 -10	-3%	-$688	0.01%	539
2021 Q3	$21K	Hold	336	–	–	0.01%	544
2021 Q2	$22K	Buy	336 +206	+158%	+$13.5K	0.01%	544
2021 Q1	$8K	Hold	130	–	–	﹤0.01%	674
2020 Q4	$8K	Hold	130	–	–	﹤0.01%	590
2020 Q3	$8K	Buy	130 +77	+145%	+$4.55K	﹤0.01%	545
2020 Q2	$3K	Hold	53	–	–	﹤0.01%	653
2020 Q1	$3K	Hold	53	–	–	﹤0.01%	643
2019 Q4	$4K	Hold	53	–	–	﹤0.01%	614
2019 Q3	$4K	Buy	+53	New	+$3.72K	﹤0.01%	592

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bedel Financial Consulting's O Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Realty Income (O) in Q2 2022, closing a stake of 326 shares — an estimated $23K sold.

Bedel Financial Consulting first reported a position in O in Q3 2019 and held it in 11 quarters. The position peaked at $23K in Q1 2022. 1,090 funds tracked by Wall St. Rank hold O as of Q2 2022.

Bedel Financial Consulting reported no remaining Realty Income position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 326 Realty Income shares in Q2 2022, an estimated $23K.
Bedel Financial Consulting first reported a position in Realty Income in Q3 2019 and held it in 11 quarters.
Bedel Financial Consulting's Realty Income position peaked at $23K in Q1 2022.
1,090 funds tracked by Wall St. Rank held Realty Income as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.