Fiera Capital (Canada)
O icon

Fiera Capital (Canada)’s Realty Income O Stock Holding History

Fiera Capital (Canada)’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
-7,400
Closed -$469K – 519
2023
Q1 		$469K Buy
+7,400
New +$480K ﹤0.01% 429
2022
Q3 		– Sell
-7,200
Closed -$491K – 576
2022
Q2 		$491K Buy
+7,200
New +$495K ﹤0.01% 503

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Fiera Capital (Canada)'s O Position: Q2 2023 in Review

Fiera Capital (Canada) sold out of Realty Income (O) in Q2 2023, closing a stake of 7,400 shares — an estimated $469K sold.

Fiera Capital (Canada) first reported a position in O in Q2 2022 and held it in 2 quarters. The position peaked at $491K in Q2 2022. 1,097 funds tracked by Wall St. Rank hold O as of Q2 2023.

  • Fiera Capital (Canada) reported no remaining Realty Income position as of Q2 2023 after selling out during the quarter.
  • Fiera Capital (Canada) sold 7,400 Realty Income shares in Q2 2023, an estimated $469K.
  • Fiera Capital (Canada) first reported a position in Realty Income in Q2 2022 and held it in 2 quarters.
  • Fiera Capital (Canada)'s Realty Income position peaked at $491K in Q2 2022.
  • 1,097 funds tracked by Wall St. Rank held Realty Income as of Q2 2023.

Based on Fiera Capital (Canada)'s 13F filing for Q2 2023, filed 9 Aug 2023.