BAIA
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Bel Air Investment Advisors’s Realty Income O Stock Holding History

Bel Air Investment 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
2021
Q2 		$496K Sell
7,677
-1,939
-20% -$127K 0.02% 267
2021
Q1 		$592K Buy
+9,616
New +$570K 0.02% 249

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bel Air Investment Advisors's O Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Realty Income (O) stake by 20% in Q2 2021, selling an estimated $127K and leaving 7,677 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #267.

Bel Air Investment Advisors first reported a position in O in Q1 2021 and has held it in 2 quarters since. The position peaked at $592K in Q1 2021. 929 funds tracked by Wall St. Rank hold O as of Q2 2021.

  • Bel Air Investment Advisors held 7,677 shares of Realty Income worth $496K as of Q2 2021.
  • Bel Air Investment Advisors sold 1,939 Realty Income shares in Q2 2021, an estimated $127K.
  • Realty Income made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #267 holding.
  • Bel Air Investment Advisors first reported a position in Realty Income in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's Realty Income position peaked at $592K in Q1 2021.
  • 929 funds tracked by Wall St. Rank held Realty Income as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.