SWM
O icon

Sanctuary Wealth Management’s Realty Income O Stock Holding History

Sanctuary 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
2024
Q4 		$2.94K Buy
55
+36
+189% +$2.1K ﹤0.01% 217
2024
Q3 		$1.21K Hold
19
– – ﹤0.01% 248
2024
Q2 		$1K Hold
19
– – ﹤0.01% 234
2024
Q1 		$1.03K Buy
+19
New +$1.03K ﹤0.01% 235

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sanctuary Wealth Management's O Position: Q4 2024 in Review

Sanctuary Wealth Management increased its Realty Income (O) stake by 189% in Q4 2024, buying an estimated $2.1K and bringing the position to 55 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Sanctuary Wealth Management first reported a position in O in Q1 2024 and has held it in 4 quarters since. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.

  • Sanctuary Wealth Management held 55 shares of Realty Income worth $2.94K as of Q4 2024.
  • Sanctuary Wealth Management bought 36 Realty Income shares in Q4 2024, an estimated $2.1K.
  • Realty Income made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #217 holding.
  • Sanctuary Wealth Management first reported a position in Realty Income in Q1 2024 and has held it in 4 quarters since.
  • 1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.