SWM
O icon

Sugarloaf Wealth Management’s Realty Income O Stock Holding History

Sugarloaf 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 		$47.3K Buy
885
+62
+8% +$3.61K 0.01% 299
2024
Q3 		$52.2K Sell
823
-1,780
-68% -$106K 0.01% 302
2024
Q2 		$137K Buy
2,603
+26
+1% +$1.39K 0.03% 202
2024
Q1 		$139K Sell
2,577
-1,310
-34% -$70.9K 0.03% 198
2023
Q4 		$223K Buy
3,887
+465
+14% +$24.4K 0.05% 130
2023
Q3 		$171K Sell
3,422
-1,005
-23% -$57.8K 0.04% 146
2023
Q2 		$265K Buy
4,427
+32
+0.7% +$1.95K 0.06% 103
2023
Q1 		$278K Buy
4,395
+30
+0.7% +$1.94K 0.07% 105
2022
Q4 		$277K Sell
4,365
-494
-10% -$30.7K 0.07% 104
2022
Q3 		$283K Buy
4,859
+32
+0.7% +$2.21K 0.07% 99
2022
Q2 		$329K Sell
4,827
-66
-1% -$4.53K 0.08% 91
2022
Q1 		$339K Buy
4,893
+32
+0.7% +$2.17K 0.08% 89
2021
Q4 		$348K Sell
4,861
-484
-9% -$33.3K 0.08% 91
2021
Q3 		$336K Sell
5,345
-152
-3% -$10.3K 0.09% 91
2021
Q2 		$356K Buy
5,497
+35
+0.6% +$2.3K 0.1% 87
2021
Q1 		$336 Buy
5,462
+38
+0.7% +$2.25K 0.1% 88
2020
Q4 		$327K Buy
5,424
+37
+0.7% +$2.19K 0.11% 84
2020
Q3 		$317K Sell
5,387
-395
-7% -$23.4K 0.12% 81
2020
Q2 		$333K Buy
5,782
+43
+0.7% +$2.29K 0.13% 82
2020
Q1 		$277K Buy
5,739
+32
+0.6% +$2.23K 0.12% 84
2019
Q4 		$407K Buy
+5,707
New +$425K 0.17% 86

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

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

Sugarloaf Wealth Management increased its Realty Income (O) stake by 7.5% in Q4 2024, buying an estimated $3.61K and bringing the position to 885 shares worth $47.3K. The position accounts for 0.01% of the portfolio, ranked #299.

Sugarloaf Wealth Management first reported a position in O in Q4 2019 and has held it in 21 quarters since. The position peaked at $407K in Q4 2019. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.

  • Sugarloaf Wealth Management held 885 shares of Realty Income worth $47.3K as of Q4 2024.
  • Sugarloaf Wealth Management bought 62 Realty Income shares in Q4 2024, an estimated $3.61K.
  • Realty Income made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #299 holding.
  • Sugarloaf Wealth Management first reported a position in Realty Income in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Realty Income position peaked at $407K in Q4 2019.
  • 1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.