Kowal Investment Group’s Realty Income O Stock Holding History

Kowal Investment 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
2021 Q4	–	Sell	-375	Closed	-$24K	–	663
2021 Q3	$24K	Buy	+375	New	+$25.3K	0.01%	350

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Kowal Investment Group's O Position: Q4 2021 in Review

Kowal Investment Group sold out of Realty Income (O) in Q4 2021, closing a stake of 375 shares — an estimated $24K sold.

Kowal Investment Group first reported a position in O in Q3 2021 and held it in 1 quarter. The position peaked at $24K in Q3 2021. 1,105 funds tracked by Wall St. Rank hold O as of Q4 2021.

Kowal Investment Group reported no remaining Realty Income position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 375 Realty Income shares in Q4 2021, an estimated $24K.
Kowal Investment Group first reported a position in Realty Income in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Realty Income position peaked at $24K in Q3 2021.
1,105 funds tracked by Wall St. Rank held Realty Income as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.