Caliber Wealth Management (Utah)’s Realty Income O Stock Holding History

Caliber Wealth Management (Utah)’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 Q1	–	Sell	-4,597	Closed	-$292K	–	80
2022 Q4	$292K	Buy	+4,597	New	+$285K	0.22%	80
2022 Q3	–	Sell	-3,584	Closed	-$245K	–	66
2022 Q2	$245K	Buy	+3,584	New	+$246K	0.19%	61

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

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

Caliber Wealth Management (Utah)'s O Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of Realty Income (O) in Q1 2023, closing a stake of 4,597 shares — an estimated $292K sold.

Caliber Wealth Management (Utah) first reported a position in O in Q2 2022 and held it in 2 quarters. The position peaked at $292K in Q4 2022. 1,113 funds tracked by Wall St. Rank hold O as of Q1 2023.

Caliber Wealth Management (Utah) reported no remaining Realty Income position as of Q1 2023 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 4,597 Realty Income shares in Q1 2023, an estimated $292K.
Caliber Wealth Management (Utah) first reported a position in Realty Income in Q2 2022 and held it in 2 quarters.
Caliber Wealth Management (Utah)'s Realty Income position peaked at $292K in Q4 2022.
1,113 funds tracked by Wall St. Rank held Realty Income as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.