Berman Capital Advisors’s Realty Income O Stock Holding History

Berman Capital 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 Q3	$63K	Buy	1,011 +345	+52%	+$23.3K	0.01%	587
2021 Q2	$43K	Buy	666 +15	+2%	+$986	0.01%	640
2021 Q1	$40K	Buy	651 +1	+0.2%	+$59	0.01%	564
2020 Q4	$39K	Sell	650 -179	-22%	-$10.6K	0.01%	476
2020 Q3	$47K	Buy	829 +235	+40%	+$13.9K	0.01%	359
2020 Q2	$33K	Sell	594 -28	-5%	-$1.49K	0.01%	413
2020 Q1	$28K	Buy	622 +229	+58%	+$15.9K	0.01%	414
2019 Q4	$28K	Sell	393 -33	-8%	-$2.46K	0.01%	447
2019 Q3	$31K	Buy	426 +11	+3%	+$771	0.01%	397
2019 Q2	$27K	Buy	415 +160	+63%	+$10.9K	0.01%	428
2019 Q1	$18K	Buy	255 +66	+35%	+$4.37K	0.01%	482
2018 Q4	$11K	Buy	+189	New	+$11.3K	﹤0.01%	490

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Berman Capital Advisors's O Position: Q3 2021 in Review

Berman Capital Advisors increased its Realty Income (O) stake by 52% in Q3 2021, buying an estimated $23.3K and bringing the position to 1,011 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #587.

Berman Capital Advisors first reported a position in O in Q4 2018 and has held it in 12 quarters since. 953 funds tracked by Wall St. Rank hold O as of Q3 2021.

Berman Capital Advisors held 1,011 shares of Realty Income worth $63K as of Q3 2021.
Berman Capital Advisors bought 345 Realty Income shares in Q3 2021, an estimated $23.3K.
Realty Income made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #587 holding.
Berman Capital Advisors first reported a position in Realty Income in Q4 2018 and has held it in 12 quarters since.
953 funds tracked by Wall St. Rank held Realty Income as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.