PrairieView Partners’s Realty Income O Stock Holding History

PrairieView Partners’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	-74	Closed	-$4K	–	471
2022 Q4	$4K	Buy	+74	New	+$4.59K	﹤0.01%	387

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

PrairieView Partners's O Position: Q1 2023 in Review

PrairieView Partners sold out of Realty Income (O) in Q1 2023, closing a stake of 74 shares — an estimated $4K sold.

PrairieView Partners first reported a position in O in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 1,113 funds tracked by Wall St. Rank hold O as of Q1 2023.

PrairieView Partners reported no remaining Realty Income position as of Q1 2023 after selling out during the quarter.
PrairieView Partners sold 74 Realty Income shares in Q1 2023, an estimated $4K.
PrairieView Partners first reported a position in Realty Income in Q4 2022 and held it in 1 quarter.
PrairieView Partners's Realty Income position peaked at $4K in Q4 2022.
1,113 funds tracked by Wall St. Rank held Realty Income as of Q1 2023.

Based on PrairieView Partners's 13F filing for Q1 2023, filed 8 May 2023.