McKinley Carter Wealth Services’s Realty Income O Stock Holding History

McKinley Carter Wealth Services’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
2023 Q2	–	Sell	-3,489	Closed	-$221K	–	308
2023 Q1	$221K	Sell	3,489 -617	-15%	-$40K	0.02%	282
2022 Q4	$260K	Sell	4,106 -1,745	-30%	-$108K	0.02%	257
2022 Q3	$341K	Sell	5,851 -2,117	-27%	-$146K	0.03%	223
2022 Q2	$544K	Sell	7,968 -1,000	-11%	-$68.7K	0.05%	185
2022 Q1	$621K	Sell	8,968 -11,822	-57%	-$804K	0.05%	181
2021 Q4	$1.49M	Sell	20,790 -1,204	-5%	-$82.8K	0.11%	123
2021 Q3	$1.38M	Buy	21,994 +548	+3%	+$37K	0.11%	124
2021 Q2	$1.39M	Buy	21,446 +1,010	+5%	+$66.4K	0.11%	126
2021 Q1	$1.26M	Buy	20,436 +4,031	+25%	+$239K	0.11%	139
2020 Q4	$988K	Buy	16,405 +2,929	+22%	+$173K	0.13%	128
2020 Q3	$793K	Buy	13,476 +2,627	+24%	+$155K	0.18%	82
2020 Q2	$626K	Buy	+10,849	New	+$578K	0.15%	87
2018 Q2	–	Sell	-217	Closed	-$11K	–	310
2018 Q1	$11K	Buy	+217	New	+$10.8K	﹤0.01%	373

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

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

McKinley Carter Wealth Services's O Position: Q2 2023 in Review

McKinley Carter Wealth Services sold out of Realty Income (O) in Q2 2023, closing a stake of 3,489 shares — an estimated $221K sold.

McKinley Carter Wealth Services first reported a position in O in Q1 2018 and held it in 13 quarters. The position peaked at $1.49M in Q4 2021. 1,097 funds tracked by Wall St. Rank hold O as of Q2 2023.

McKinley Carter Wealth Services reported no remaining Realty Income position as of Q2 2023 after selling out during the quarter.
McKinley Carter Wealth Services sold 3,489 Realty Income shares in Q2 2023, an estimated $221K.
McKinley Carter Wealth Services first reported a position in Realty Income in Q1 2018 and held it in 13 quarters.
McKinley Carter Wealth Services's Realty Income position peaked at $1.49M in Q4 2021.
1,097 funds tracked by Wall St. Rank held Realty Income as of Q2 2023.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2023, filed 3 Aug 2023.