World Equity Group’s Realty Income O Stock Holding History

World Equity Group’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
2023 Q2	–	Sell	-31,001	Closed	-$324K	–	477
2023 Q1	$324K	Buy	+31,001	New	+$2.01M	0.05%	360

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

World Equity Group's O Position: Q2 2023 in Review

World Equity Group sold out of Realty Income (O) in Q2 2023, closing a stake of 31,001 shares — an estimated $324K sold.

World Equity Group first reported a position in O in Q1 2023 and held it in 1 quarter. The position peaked at $324K in Q1 2023. 1,097 funds tracked by Wall St. Rank hold O as of Q2 2023.

World Equity Group reported no remaining Realty Income position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 31,001 Realty Income shares in Q2 2023, an estimated $324K.
World Equity Group first reported a position in Realty Income in Q1 2023 and held it in 1 quarter.
World Equity Group's Realty Income position peaked at $324K in Q1 2023.
1,097 funds tracked by Wall St. Rank held Realty Income as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.