OPWM
O icon

Oak Point Wealth Management’s Realty Income O Stock Holding History

Oak Point 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
2018
Q1 		$5K Buy
+102
New +$5.08K 0.01% 176

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Oak Point Wealth Management's O Position: Q1 2018 in Review

Oak Point Wealth Management opened a new position in Realty Income (O) in Q1 2018: 102 shares worth $5K. The stake represents 0.01% of the portfolio and ranks #176 among its holdings.

650 funds tracked by Wall St. Rank hold O as of Q1 2018.

  • Oak Point Wealth Management held 102 shares of Realty Income worth $5K as of Q1 2018.
  • Realty Income was a new Oak Point Wealth Management position in Q1 2018.
  • Realty Income made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #176 holding.
  • 650 funds tracked by Wall St. Rank held Realty Income as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.