Surevest’s Realty Income O Stock Holding History

Surevest’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
2022 Q3	$3K	Buy	50 +36	+257%	+$2.48K	﹤0.01%	368
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	513
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	485
2021 Q4	$1K	Buy	+14	New	+$963	﹤0.01%	493

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Surevest's O Position: Q3 2022 in Review

Surevest increased its Realty Income (O) stake by 257% in Q3 2022, buying an estimated $2.48K and bringing the position to 50 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Surevest first reported a position in O in Q4 2021 and has held it in 4 quarters since. 1,075 funds tracked by Wall St. Rank hold O as of Q3 2022.

Surevest held 50 shares of Realty Income worth $3K as of Q3 2022.
Surevest bought 36 Realty Income shares in Q3 2022, an estimated $2.48K.
Realty Income made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #368 holding.
Surevest first reported a position in Realty Income in Q4 2021 and has held it in 4 quarters since.
1,075 funds tracked by Wall St. Rank held Realty Income as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.