Endurance Wealth Management’s Realty Income O Stock Holding History

Endurance Wealth Management’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	$3K	Hold	50	–	–	﹤0.01%	577
2023 Q1	$3K	Hold	50	–	–	﹤0.01%	581
2022 Q4	$3K	Hold	50	–	–	﹤0.01%	566
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	541
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	560
2022 Q1	$3K	Buy	+50	New	+$3.4K	﹤0.01%	587

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Endurance Wealth Management's O Position: Q2 2023 in Review

Endurance Wealth Management held its Realty Income (O) position steady in Q2 2023 at 50 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Endurance Wealth Management first reported a position in O in Q1 2022 and has held it in 6 quarters since. 1,098 funds tracked by Wall St. Rank hold O as of Q2 2023.

Endurance Wealth Management held 50 shares of Realty Income worth $3K as of Q2 2023.
Endurance Wealth Management left its Realty Income share count unchanged in Q2 2023.
Realty Income made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #577 holding.
Endurance Wealth Management first reported a position in Realty Income in Q1 2022 and has held it in 6 quarters since.
1,098 funds tracked by Wall St. Rank held Realty Income as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.