MIAN
O icon

Mariner Independent Advisor Network’s Realty Income O Stock Holding History

Mariner Independent Advisor Network’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 		$1.72M Buy
29,614
+3,220
+12% +$222K 0.07% 273
2022
Q2 		$1.81M Sell
26,394
-4,044
-13% -$278K 0.08% 269
2022
Q1 		$2.11M Buy
30,438
+9,637
+46% +$655K 0.08% 247
2021
Q4 		$1.48M Buy
20,801
+1,226
+6% +$84.3K 0.07% 277
2021
Q3 		$1.23M Buy
19,575
+2,140
+12% +$144K 0.06% 298
2021
Q2 		$1.13M Buy
17,435
+1,237
+8% +$81.3K 0.05% 326
2021
Q1 		$997K Buy
16,198
+2,912
+22% +$172K 0.05% 299
2020
Q4 		$800K Buy
13,286
+1,738
+15% +$103K 0.04% 313
2020
Q3 		$680K Sell
11,548
-1,274
-10% -$75.3K 0.06% 247
2020
Q2 		$759K Buy
12,822
+1,386
+12% +$73.8K 0.07% 232
2020
Q1 		$515K Buy
11,436
+804
+8% +$56K 0.05% 281
2019
Q4 		$758K Buy
+10,632
New +$792K 0.05% 274
2019
Q2 		– Sell
-33,662
Closed -$2.36M – 380
2019
Q1 		$2.36M Sell
33,662
-852
-2% -$56.5K 0.2% 122
2018
Q4 		$2.14M Sell
34,514
-523
-1% -$31.2K 0.19% 126
2018
Q3 		$1.92M Buy
+35,037
New +$1.93M 0.24% 91

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mariner Independent Advisor Network's O Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Realty Income (O) stake by 12% in Q3 2022, buying an estimated $222K and bringing the position to 29,614 shares worth $1.72M. The position accounts for 0.07% of the portfolio, ranked #273.

Mariner Independent Advisor Network first reported a position in O in Q3 2018 and has held it in 15 quarters since. The position peaked at $2.36M in Q1 2019. 1,076 funds tracked by Wall St. Rank hold O as of Q3 2022.

  • Mariner Independent Advisor Network held 29,614 shares of Realty Income worth $1.72M as of Q3 2022.
  • Mariner Independent Advisor Network bought 3,220 Realty Income shares in Q3 2022, an estimated $222K.
  • Realty Income made up 0.07% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #273 holding.
  • Mariner Independent Advisor Network first reported a position in Realty Income in Q3 2018 and has held it in 15 quarters since.
  • Mariner Independent Advisor Network's Realty Income position peaked at $2.36M in Q1 2019.
  • 1,076 funds tracked by Wall St. Rank held Realty Income as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.