LifePro Asset Management’s Realty Income O Stock Holding History

LifePro Asset Management’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 Q3	–	Sell	-4,293	Closed	-$293K	–	110
2022 Q2	$293K	Buy	4,293 +302	+8%	+$20.7K	0.15%	92
2022 Q1	$277K	Buy	3,991 +56	+1%	+$3.81K	0.1%	103
2021 Q4	$282K	Buy	+3,935	New	+$271K	0.08%	103

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

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

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

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

LifePro Asset Management's O Position: Q3 2022 in Review

LifePro Asset Management sold out of Realty Income (O) in Q3 2022, closing a stake of 4,293 shares — an estimated $293K sold.

LifePro Asset Management first reported a position in O in Q4 2021 and held it in 3 quarters. The position peaked at $293K in Q2 2022. 1,075 funds tracked by Wall St. Rank hold O as of Q3 2022.

LifePro Asset Management reported no remaining Realty Income position as of Q3 2022 after selling out during the quarter.
LifePro Asset Management sold 4,293 Realty Income shares in Q3 2022, an estimated $293K.
LifePro Asset Management first reported a position in Realty Income in Q4 2021 and held it in 3 quarters.
LifePro Asset Management's Realty Income position peaked at $293K in Q2 2022.
1,075 funds tracked by Wall St. Rank held Realty Income as of Q3 2022.

Based on LifePro Asset Management's 13F filing for Q3 2022, filed 4 Nov 2022.