Platte River Wealth Advisors’s Realty Income O Stock Holding History

Platte River Wealth Advisors’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 Q2	–	Sell	-43,924	Closed	-$2.78M	–	100
2023 Q1	$2.78M	Buy	43,924 +1,729	+4%	+$112K	1.07%	26
2022 Q4	$2.68M	Sell	42,195 -895	-2%	-$55.6K	1.13%	23
2022 Q3	$2.51M	Sell	43,090 -1,778	-4%	-$123K	1.12%	23
2022 Q2	$3.06M	Sell	44,868 -681	-1%	-$46.8K	1.33%	20
2022 Q1	$3.16M	Buy	45,549 +3,871	+9%	+$263K	1.15%	20
2021 Q4	$2.97M	Buy	41,678 +16,902	+68%	+$1.16M	1.02%	25
2021 Q3	$1.56M	Buy	24,776 +538	+2%	+$36.3K	0.58%	36
2021 Q2	$1.57M	Buy	24,238 +1,772	+8%	+$116K	0.6%	35
2021 Q1	$1.42M	Buy	+22,466	New	+$1.33M	0.59%	36

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Platte River Wealth Advisors's O Position: Q2 2023 in Review

Platte River Wealth Advisors sold out of Realty Income (O) in Q2 2023, closing a stake of 43,924 shares — an estimated $2.78M sold.

Platte River Wealth Advisors first reported a position in O in Q1 2021 and held it in 9 quarters. The position peaked at $3.16M in Q1 2022. 1,098 funds tracked by Wall St. Rank hold O as of Q2 2023.

Platte River Wealth Advisors reported no remaining Realty Income position as of Q2 2023 after selling out during the quarter.
Platte River Wealth Advisors sold 43,924 Realty Income shares in Q2 2023, an estimated $2.78M.
Platte River Wealth Advisors first reported a position in Realty Income in Q1 2021 and held it in 9 quarters.
Platte River Wealth Advisors's Realty Income position peaked at $3.16M in Q1 2022.
1,098 funds tracked by Wall St. Rank held Realty Income as of Q2 2023.

Based on Platte River Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.