HFRG
O icon

Houlihan Financial Resource Group’s Realty Income O Stock Holding History

Houlihan Financial Resource Group’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
2020
Q3 		$155K Buy
+2,518
New +$149K 0.09% 109

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Houlihan Financial Resource Group's O Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Realty Income (O) in Q3 2020: 2,518 shares worth $155K. The stake represents 0.09% of the portfolio and ranks #109 among its holdings.

792 funds tracked by Wall St. Rank hold O as of Q3 2020.

  • Houlihan Financial Resource Group held 2,518 shares of Realty Income worth $155K as of Q3 2020.
  • Realty Income was a new Houlihan Financial Resource Group position in Q3 2020.
  • Realty Income made up 0.09% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #109 holding.
  • 792 funds tracked by Wall St. Rank held Realty Income as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.