Credential Qtrade Securities’s Realty Income O Stock Holding History

Credential Qtrade Securities’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	-21	Closed	-$1.33K	–	409
2023 Q1	$1.33K	Buy	+21	New	+$1.36K	﹤0.01%	377
2019 Q3	–	Sell	-44	Closed	-$2.96K	–	297
2019 Q2	$2.96K	Buy	+44	New	+$3K	﹤0.01%	276

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

Credential Qtrade Securities's O Position: Q2 2023 in Review

Credential Qtrade Securities sold out of Realty Income (O) in Q2 2023, closing a stake of 21 shares — an estimated $1.33K sold.

Credential Qtrade Securities first reported a position in O in Q2 2019 and held it in 2 quarters. The position peaked at $2.96K in Q2 2019. 1,097 funds tracked by Wall St. Rank hold O as of Q2 2023.

Credential Qtrade Securities reported no remaining Realty Income position as of Q2 2023 after selling out during the quarter.
Credential Qtrade Securities sold 21 Realty Income shares in Q2 2023, an estimated $1.33K.
Credential Qtrade Securities first reported a position in Realty Income in Q2 2019 and held it in 2 quarters.
Credential Qtrade Securities's Realty Income position peaked at $2.96K in Q2 2019.
1,097 funds tracked by Wall St. Rank held Realty Income as of Q2 2023.

Based on Credential Qtrade Securities's 13F filing for Q2 2023, filed 21 Jul 2025.