Tower View Wealth Management’s Realty Income O Stock Holding History

Tower View 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
2021 Q4	–	Sell	-310	Closed	-$19K	–	215
2021 Q3	$19K	Buy	+310	New	+$20.9K	0.01%	139

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tower View Wealth Management's O Position: Q4 2021 in Review

Tower View Wealth Management sold out of Realty Income (O) in Q4 2021, closing a stake of 310 shares — an estimated $19K sold.

Tower View Wealth Management first reported a position in O in Q3 2021 and held it in 1 quarter. The position peaked at $19K in Q3 2021. 1,105 funds tracked by Wall St. Rank hold O as of Q4 2021.

Tower View Wealth Management reported no remaining Realty Income position as of Q4 2021 after selling out during the quarter.
Tower View Wealth Management sold 310 Realty Income shares in Q4 2021, an estimated $19K.
Tower View Wealth Management first reported a position in Realty Income in Q3 2021 and held it in 1 quarter.
Tower View Wealth Management's Realty Income position peaked at $19K in Q3 2021.
1,105 funds tracked by Wall St. Rank held Realty Income as of Q4 2021.

Based on Tower View Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.