Unique Wealth Strategies’s Realty Income O Stock Holding History

Unique Wealth Strategies’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 Q3	–	Sell	-129	Closed	-$6.98K	–	524
2024 Q2	$6.98K	Buy	+129	New	+$6.89K	﹤0.01%	359

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

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

Unique Wealth Strategies's O Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Realty Income (O) in Q3 2024, closing a stake of 129 shares — an estimated $6.98K sold.

Unique Wealth Strategies first reported a position in O in Q2 2024 and held it in 1 quarter. The position peaked at $6.98K in Q2 2024. 1,240 funds tracked by Wall St. Rank hold O as of Q3 2024.

Unique Wealth Strategies reported no remaining Realty Income position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 129 Realty Income shares in Q3 2024, an estimated $6.98K.
Unique Wealth Strategies first reported a position in Realty Income in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Realty Income position peaked at $6.98K in Q2 2024.
1,240 funds tracked by Wall St. Rank held Realty Income as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.