MinichMacGregor Wealth Management’s Realty Income O Stock Holding History

MinichMacGregor Wealth 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
2023 Q1	–	Sell	-64	Closed	-$4.11K	–	456
2022 Q4	$4.11K	Buy	+64	New	+$3.97K	﹤0.01%	500
2018 Q4	–	Sell	-56	Closed	-$3K	–	364
2018 Q3	$3K	Sell	56 -28	-33%	-$1.54K	﹤0.01%	428
2018 Q2	$4K	Buy	84 +1	+1%	+$51	﹤0.01%	407
2018 Q1	$4K	Hold	83	–	–	﹤0.01%	392
2017 Q4	$4K	Buy	83 +1	+1%	+$54	﹤0.01%	385
2017 Q3	$4K	Hold	82	–	–	﹤0.01%	365
2017 Q2	$4K	Buy	82 +5	+6%	+$277	﹤0.01%	362
2017 Q1	$4K	Hold	77	–	–	﹤0.01%	358
2016 Q4	$4K	Sell	77 -1,927	-96%	-$108K	﹤0.01%	351
2016 Q3	$129K	Buy	2,004 +1,289	+180%	+$85.1K	0.12%	50
2016 Q2	$48K	Hold	715	–	–	0.05%	108
2016 Q1	$43K	Buy	715 +662	+1,249%	+$36.8K	0.04%	115
2015 Q4	$2K	Buy	+53	New	+$2.53K	﹤0.01%	333

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

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

MinichMacGregor Wealth Management's O Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Realty Income (O) in Q1 2023, closing a stake of 64 shares — an estimated $4.11K sold.

MinichMacGregor Wealth Management first reported a position in O in Q4 2015 and held it in 13 quarters. The position peaked at $129K in Q3 2016. 1,113 funds tracked by Wall St. Rank hold O as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Realty Income position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 64 Realty Income shares in Q1 2023, an estimated $4.11K.
MinichMacGregor Wealth Management first reported a position in Realty Income in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Realty Income position peaked at $129K in Q3 2016.
1,113 funds tracked by Wall St. Rank held Realty Income as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.