IW
O icon

Imprint Wealth’s Realty Income O Stock Holding History

Imprint Wealth’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
2024
Q1 		$306K Buy
+5,733
New +$310K 0.07% 222

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Imprint Wealth's O Position: Q1 2024 in Review

Imprint Wealth opened a new position in Realty Income (O) in Q1 2024: 5,733 shares worth $306K. The stake represents 0.07% of the portfolio and ranks #222 among its holdings.

1,189 funds tracked by Wall St. Rank hold O as of Q1 2024.

  • Imprint Wealth held 5,733 shares of Realty Income worth $306K as of Q1 2024.
  • Realty Income was a new Imprint Wealth position in Q1 2024.
  • Realty Income made up 0.07% of Imprint Wealth's portfolio in Q1 2024, its #222 holding.
  • 1,189 funds tracked by Wall St. Rank held Realty Income as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.