Titus Wealth Management’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$219K Buy
3,214
+32
+1% +$2.2K 0.11% 146
2022
Q1
$221K Sell
3,182
-610
-16% -$41.5K 0.1% 152
2021
Q4
$271K Buy
3,792
+242
+7% +$16.6K 0.12% 124
2021
Q3
$224K Buy
+3,550
New +$240K 0.12% 145

Other funds holding O

Titus Wealth Management's O Position: Q2 2022 in Review

Titus Wealth Management increased its Realty Income (O) stake by 1% in Q2 2022, buying an estimated $2.2K and bringing the position to 3,214 shares worth $219K. The position accounts for 0.11% of the portfolio, ranked #146.

Titus Wealth Management first reported a position in O in Q3 2021 and has held it in 4 quarters since. The position peaked at $271K in Q4 2021. 1,090 funds tracked by Wall St. Rank hold O as of Q2 2022.

  • Titus Wealth Management held 3,214 shares of Realty Income worth $219K as of Q2 2022.
  • Titus Wealth Management bought 32 Realty Income shares in Q2 2022, an estimated $2.2K.
  • Realty Income made up 0.11% of Titus Wealth Management's portfolio in Q2 2022, its #146 holding.
  • Titus Wealth Management first reported a position in Realty Income in Q3 2021 and has held it in 4 quarters since.
  • Titus Wealth Management's Realty Income position peaked at $271K in Q4 2021.
  • 1,090 funds tracked by Wall St. Rank held Realty Income as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.