Castle Financial & Retirement Planning Associates’s Realty Income O Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$25K	Buy	+365	New	+$25.1K	0.08%	48

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's O Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Realty Income (O) in Q4 2021: 365 shares worth $25K. The stake represents 0.08% of the portfolio and ranks #48 among its holdings.

1,106 funds tracked by Wall St. Rank hold O as of Q4 2021.

Castle Financial & Retirement Planning Associates held 365 shares of Realty Income worth $25K as of Q4 2021.
Realty Income was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Realty Income made up 0.08% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #48 holding.
1,106 funds tracked by Wall St. Rank held Realty Income as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.