Norwood Financial’s Realty Income O Stock Holding History

Norwood Financial’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
2024 Q1	$60.9K	Buy	+1,125	New	+$60.9K	0.09%	148

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norwood Financial's O Position: Q1 2024 in Review

Norwood Financial opened a new position in Realty Income (O) in Q1 2024: 1,125 shares worth $60.9K. The stake represents 0.09% of the portfolio and ranks #148 among its holdings.

1,190 funds tracked by Wall St. Rank hold O as of Q1 2024.

Norwood Financial held 1,125 shares of Realty Income worth $60.9K as of Q1 2024.
Realty Income was a new Norwood Financial position in Q1 2024.
Realty Income made up 0.09% of Norwood Financial's portfolio in Q1 2024, its #148 holding.
1,190 funds tracked by Wall St. Rank held Realty Income as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.