Investors Financial Group’s Realty Income O Stock Holding History

Investors Financial 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
2022 Q1	–	Sell	-2,836	Closed	-$203K	–	127
2021 Q4	$203K	Buy	+2,836	New	+$195K	0.09%	192

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

Investors Financial Group's O Position: Q1 2022 in Review

Investors Financial Group sold out of Realty Income (O) in Q1 2022, closing a stake of 2,836 shares — an estimated $203K sold.

Investors Financial Group first reported a position in O in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 1,099 funds tracked by Wall St. Rank hold O as of Q1 2022.

Investors Financial Group reported no remaining Realty Income position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 2,836 Realty Income shares in Q1 2022, an estimated $203K.
Investors Financial Group first reported a position in Realty Income in Q4 2021 and held it in 1 quarter.
Investors Financial Group's Realty Income position peaked at $203K in Q4 2021.
1,099 funds tracked by Wall St. Rank held Realty Income as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.