UID
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Union Investments & Development’s Realty Income O Stock Holding History

Union Investments & Development’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
Q1 		– Sell
-1,850
Closed -$132K – 56
2021
Q4 		$132K Buy
+1,850
New +$127K 0.04% 26

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Cohen & Steers
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Bank of America
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Morgan Stanley
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Union Investments & Development's O Position: Q1 2022 in Review

Union Investments & Development sold out of Realty Income (O) in Q1 2022, closing a stake of 1,850 shares — an estimated $132K sold.

Union Investments & Development first reported a position in O in Q4 2021 and held it in 1 quarter. The position peaked at $132K in Q4 2021. 1,099 funds tracked by Wall St. Rank hold O as of Q1 2022.

  • Union Investments & Development reported no remaining Realty Income position as of Q1 2022 after selling out during the quarter.
  • Union Investments & Development sold 1,850 Realty Income shares in Q1 2022, an estimated $132K.
  • Union Investments & Development first reported a position in Realty Income in Q4 2021 and held it in 1 quarter.
  • Union Investments & Development's Realty Income position peaked at $132K in Q4 2021.
  • 1,099 funds tracked by Wall St. Rank held Realty Income as of Q1 2022.

Based on Union Investments & Development's 13F filing for Q1 2022, filed 10 May 2022.