Wealthspire Advisors (Maryland)’s Realty Income O Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q1	–	Hold	0	–	–	–	651
2018 Q4	–	Hold	0	–	–	–	634
2018 Q3	–	Hold	0	–	–	–	789
2018 Q2	–	Hold	0	–	–	–	721
2018 Q1	–	Hold	0	–	–	–	676
2017 Q3	–	Hold	0	–	–	–	643
2017 Q2	–	Hold	0	–	–	–	678
2017 Q1	–	Hold	0	–	–	–	970
2016 Q4	–	Hold	0	–	–	–	1067
2016 Q3	–	Hold	0	–	–	–	1055
2016 Q2	–	Hold	0	–	–	–	886
2016 Q1	–	Hold	0	–	–	–	904
2015 Q4	–	Hold	0	–	–	–	988

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return