Carlsbad Wealth Advisory Group’s Realty Income O Stock Holding History

Carlsbad Wealth Advisory Group’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	$329K	Buy	+5,500	New	+$336K	0.21%	36

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

Carlsbad Wealth Advisory Group's O Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Realty Income (O) in Q2 2023: 5,500 shares worth $329K. The stake represents 0.21% of the portfolio and ranks #36 among its holdings.

1,097 funds tracked by Wall St. Rank hold O as of Q2 2023.

Carlsbad Wealth Advisory Group held 5,500 shares of Realty Income worth $329K as of Q2 2023.
Realty Income was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Realty Income made up 0.21% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #36 holding.
1,097 funds tracked by Wall St. Rank held Realty Income as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.