IndexIQ Advisors’s Realty Income O Stock Holding History

IndexIQ 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
2022 Q1	$661K	Buy	9,542 +3,026	+46%	+$206K	0.02%	344
2021 Q4	$466K	Sell	6,516 -430	-6%	-$29.6K	0.02%	627
2021 Q3	$437K	Buy	6,946 +588	+9%	+$39.7K	0.01%	707
2021 Q2	$411K	Buy	6,358 +559	+10%	+$36.7K	0.01%	668
2021 Q1	$357K	Sell	5,799 -38,384	-87%	-$2.27M	0.01%	929
2020 Q4	$2.66M	Buy	44,183 +4,981	+13%	+$294K	0.1%	158
2020 Q3	$2.31M	Sell	39,202 -200	-0.5%	-$11.8K	0.09%	160
2020 Q2	$2.27M	Buy	39,402 +1,046	+3%	+$55.7K	0.1%	148
2020 Q1	$1.85M	Buy	+38,356	New	+$2.67M	0.09%	179

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

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

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

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

IndexIQ Advisors's O Position: Q1 2022 in Review

IndexIQ Advisors increased its Realty Income (O) stake by 46% in Q1 2022, buying an estimated $206K and bringing the position to 9,542 shares worth $661K. The position accounts for 0.02% of the portfolio, ranked #344.

IndexIQ Advisors first reported a position in O in Q1 2020 and has held it in 9 quarters since. The position peaked at $2.66M in Q4 2020. 1,099 funds tracked by Wall St. Rank hold O as of Q1 2022.

IndexIQ Advisors held 9,542 shares of Realty Income worth $661K as of Q1 2022.
IndexIQ Advisors bought 3,026 Realty Income shares in Q1 2022, an estimated $206K.
Realty Income made up 0.02% of IndexIQ Advisors's portfolio in Q1 2022, its #344 holding.
IndexIQ Advisors first reported a position in Realty Income in Q1 2020 and has held it in 9 quarters since.
IndexIQ Advisors's Realty Income position peaked at $2.66M in Q4 2020.
1,099 funds tracked by Wall St. Rank held Realty Income as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.