Hoover Financial Advisors’s Realty Income O Stock Holding History

Hoover Financial 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 Q2	$22K	Buy	334 +100	+43%	+$6.57K	﹤0.01%	384
2021 Q1	$15K	Hold	234	–	–	﹤0.01%	389
2020 Q4	$13K	Buy	+234	New	+$13.8K	﹤0.01%	385
2020 Q3	–	Sell	-509	Closed	-$29K	–	381
2020 Q2	$29K	Buy	+509	New	+$27.1K	0.01%	239

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Hoover Financial Advisors's O Position: Q2 2021 in Review

Hoover Financial Advisors increased its Realty Income (O) stake by 43% in Q2 2021, buying an estimated $6.57K and bringing the position to 334 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Hoover Financial Advisors first reported a position in O in Q2 2020 and has held it in 4 quarters since. The position peaked at $29K in Q2 2020. 929 funds tracked by Wall St. Rank hold O as of Q2 2021.

Hoover Financial Advisors held 334 shares of Realty Income worth $22K as of Q2 2021.
Hoover Financial Advisors bought 100 Realty Income shares in Q2 2021, an estimated $6.57K.
Realty Income made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #384 holding.
Hoover Financial Advisors first reported a position in Realty Income in Q2 2020 and has held it in 4 quarters since.
Hoover Financial Advisors's Realty Income position peaked at $29K in Q2 2020.
929 funds tracked by Wall St. Rank held Realty Income as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.