Iron Gate Global Advisors’s Realty Income O Stock Holding History

Iron Gate Global 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 Q1	–	Sell	-4,994	Closed	-$300K	–	100
2020 Q4	$300K	Sell	4,994 -1,370	-22%	-$81K	0.11%	69
2020 Q3	$374K	Sell	6,364 -1,223	-16%	-$72.3K	0.16%	61
2020 Q2	$453K	Buy	+7,587	New	+$404K	0.22%	52

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Iron Gate Global Advisors's O Position: Q1 2021 in Review

Iron Gate Global Advisors sold out of Realty Income (O) in Q1 2021, closing a stake of 4,994 shares — an estimated $300K sold.

Iron Gate Global Advisors first reported a position in O in Q2 2020 and held it in 3 quarters. The position peaked at $453K in Q2 2020. 877 funds tracked by Wall St. Rank hold O as of Q1 2021.

Iron Gate Global Advisors reported no remaining Realty Income position as of Q1 2021 after selling out during the quarter.
Iron Gate Global Advisors sold 4,994 Realty Income shares in Q1 2021, an estimated $300K.
Iron Gate Global Advisors first reported a position in Realty Income in Q2 2020 and held it in 3 quarters.
Iron Gate Global Advisors's Realty Income position peaked at $453K in Q2 2020.
877 funds tracked by Wall St. Rank held Realty Income as of Q1 2021.

Based on Iron Gate Global Advisors's 13F filing for Q1 2021, filed 18 May 2021.