KWAG
O icon

Kiely Wealth Advisory Group’s Realty Income O Stock Holding History

Kiely Wealth Advisory 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
2024
Q4 		$7.72K Hold
143
– – 0.01% 219
2024
Q3 		$8.19K Hold
143
– – 0.01% 213
2024
Q2 		$8.6K Hold
143
– – ﹤0.01% 194
2024
Q1 		$7.78K Hold
143
– – ﹤0.01% 182
2023
Q4 		$7.9K Buy
+143
New +$7.51K ﹤0.01% 182

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Kiely Wealth Advisory Group's O Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Realty Income (O) position steady in Q4 2024 at 143 shares worth $7.72K. The position accounts for 0.01% of the portfolio, ranked #219.

Kiely Wealth Advisory Group first reported a position in O in Q4 2023 and has held it in 5 quarters since. The position peaked at $8.6K in Q2 2024. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.

  • Kiely Wealth Advisory Group held 143 shares of Realty Income worth $7.72K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Realty Income share count unchanged in Q4 2024.
  • Realty Income made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #219 holding.
  • Kiely Wealth Advisory Group first reported a position in Realty Income in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Realty Income position peaked at $8.6K in Q2 2024.
  • 1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.