Gould Capital’s Realty Income O Stock Holding History

Gould Capital’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
2022 Q4	–	Sell	-21	Closed	-$1K	–	211
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	191
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	211
2022 Q1	$1K	Sell	21 -288	-93%	-$19.6K	﹤0.01%	191
2021 Q4	$22K	Buy	+309	New	+$21.2K	0.02%	124

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gould Capital's O Position: Q4 2022 in Review

Gould Capital sold out of Realty Income (O) in Q4 2022, closing a stake of 21 shares — an estimated $1K sold.

Gould Capital first reported a position in O in Q4 2021 and held it in 4 quarters. The position peaked at $22K in Q4 2021. 1,116 funds tracked by Wall St. Rank hold O as of Q4 2022.

Gould Capital reported no remaining Realty Income position as of Q4 2022 after selling out during the quarter.
Gould Capital sold 21 Realty Income shares in Q4 2022, an estimated $1K.
Gould Capital first reported a position in Realty Income in Q4 2021 and held it in 4 quarters.
Gould Capital's Realty Income position peaked at $22K in Q4 2021.
1,116 funds tracked by Wall St. Rank held Realty Income as of Q4 2022.

Based on Gould Capital's 13F filing for Q4 2022, filed 14 Feb 2023.