NFH
O icon

NEXT Financial Holdings’s Realty Income O Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$193K Buy
+2,715
New +$180K 0.05% 373

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

NEXT Financial Holdings's O Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Realty Income (O) in Q1 2019: 2,715 shares worth $193K. The stake represents 0.05% of the portfolio and ranks #373 among its holdings.

775 funds tracked by Wall St. Rank hold O as of Q1 2019.

  • NEXT Financial Holdings held 2,715 shares of Realty Income worth $193K as of Q1 2019.
  • Realty Income was a new NEXT Financial Holdings position in Q1 2019.
  • Realty Income made up 0.05% of NEXT Financial Holdings's portfolio in Q1 2019, its #373 holding.
  • 775 funds tracked by Wall St. Rank held Realty Income as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.