MW
O icon

Milestone Wealth’s Realty Income O Stock Holding History

Milestone Wealth’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 		$17K Hold
285
– – 0.02% 154
2022
Q2 		$19K Hold
285
– – 0.02% 145
2022
Q1 		$20K Hold
285
– – 0.02% 183
2021
Q4 		$20K Buy
+285
New +$19.6K 0.02% 183

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

Milestone Wealth's O Position: Q3 2022 in Review

Milestone Wealth held its Realty Income (O) position steady in Q3 2022 at 285 shares worth $17K. The position accounts for 0.02% of the portfolio, ranked #154.

Milestone Wealth first reported a position in O in Q4 2021 and has held it in 4 quarters since. The position peaked at $20K in Q1 2022. 1,075 funds tracked by Wall St. Rank hold O as of Q3 2022.

  • Milestone Wealth held 285 shares of Realty Income worth $17K as of Q3 2022.
  • Milestone Wealth left its Realty Income share count unchanged in Q3 2022.
  • Realty Income made up 0.02% of Milestone Wealth's portfolio in Q3 2022, its #154 holding.
  • Milestone Wealth first reported a position in Realty Income in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Realty Income position peaked at $20K in Q1 2022.
  • 1,075 funds tracked by Wall St. Rank held Realty Income as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.