HWA
O icon

HCR Wealth Advisors’s Realty Income O Stock Holding History

HCR Wealth Advisors’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
Q1 		– Sell
-7,410
Closed -$446K – 243
2020
Q4 		$446K Buy
+7,410
New +$438K 0.09% 127
2020
Q2 		– Sell
-7,347
Closed -$355K – 257
2020
Q1 		$355K Sell
7,347
-26,513
-78% -$1.85M 0.1% 109
2019
Q4 		$2.42M Buy
33,860
+1,360
+4% +$101K 0.59% 31
2019
Q3 		$2.43M Buy
32,500
+3,468
+12% +$243K 0.81% 25
2019
Q2 		$1.94M Buy
29,032
+2,228
+8% +$152K 0.55% 34
2019
Q1 		$1.91M Sell
26,804
-3,539
-12% -$235K 0.55% 38
2018
Q4 		$1.85M Buy
30,343
+2
+0% +$119 0.6% 32
2018
Q3 		$1.71M Buy
30,341
+96
+0.3% +$5.29K 0.56% 39
2018
Q2 		$1.59M Sell
30,245
-1,314
-4% -$66.6K 0.52% 41
2018
Q1 		$1.58M Sell
31,559
-4,337
-12% -$216K 0.55% 42
2017
Q4 		$1.98M Sell
35,896
-770
-2% -$41.8K 0.69% 30
2017
Q3 		$2.03M Sell
36,666
-49
-0.1% -$2.72K 0.86% 26
2017
Q2 		$1.96M Buy
36,715
+583
+2% +$32.3K 0.97% 26
2017
Q1 		$2.08M Buy
36,132
+688
+2% +$39.8K 1.07% 25
2016
Q4 		$1.97M Buy
+35,444
New +$1.99M 1.04% 26

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HCR Wealth Advisors's O Position: Q1 2021 in Review

HCR Wealth Advisors sold out of Realty Income (O) in Q1 2021, closing a stake of 7,410 shares — an estimated $446K sold.

HCR Wealth Advisors first reported a position in O in Q4 2016 and held it in 15 quarters. The position peaked at $2.43M in Q3 2019. 877 funds tracked by Wall St. Rank hold O as of Q1 2021.

  • HCR Wealth Advisors reported no remaining Realty Income position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 7,410 Realty Income shares in Q1 2021, an estimated $446K.
  • HCR Wealth Advisors first reported a position in Realty Income in Q4 2016 and held it in 15 quarters.
  • HCR Wealth Advisors's Realty Income position peaked at $2.43M in Q3 2019.
  • 877 funds tracked by Wall St. Rank held Realty Income as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.