Bensler’s Realty Income O Stock Holding History

Bensler’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	–	Sell	-3,316	Closed	-$210K	–	161
2023 Q1	$210K	Buy	3,316 +9	+0.3%	+$583	0.04%	147
2022 Q4	$210K	Buy	+3,307	New	+$205K	0.05%	149
2022 Q3	–	Sell	-3,288	Closed	-$224K	–	158
2022 Q2	$224K	Buy	3,288 +9	+0.3%	+$618	0.05%	139
2022 Q1	$227K	Buy	+3,279	New	+$223K	0.05%	148

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

Bensler's O Position: Q2 2023 in Review

Bensler sold out of Realty Income (O) in Q2 2023, closing a stake of 3,316 shares — an estimated $210K sold.

Bensler first reported a position in O in Q1 2022 and held it in 4 quarters. The position peaked at $227K in Q1 2022. 1,097 funds tracked by Wall St. Rank hold O as of Q2 2023.

Bensler reported no remaining Realty Income position as of Q2 2023 after selling out during the quarter.
Bensler sold 3,316 Realty Income shares in Q2 2023, an estimated $210K.
Bensler first reported a position in Realty Income in Q1 2022 and held it in 4 quarters.
Bensler's Realty Income position peaked at $227K in Q1 2022.
1,097 funds tracked by Wall St. Rank held Realty Income as of Q2 2023.

Based on Bensler's 13F filing for Q2 2023, filed 20 Jul 2023.