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WR Wealth Planners’s Realty Income O Stock Holding History

WR Wealth Planners’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
Q4 		$17.9K Buy
336
+17
+5% +$990 0.01% 490
2024
Q3 		$20.2K Hold
319
– – 0.01% 479
2024
Q2 		$16.9K Buy
319
+8
+3% +$427 0.01% 473
2024
Q1 		$16.8K Buy
+311
New +$16.8K 0.01% 487
2023
Q4 		– Sell
-839
Closed -$41.9K – 629
2023
Q3 		$41.9K Buy
839
+3
+0.4% +$173 0.02% 340
2023
Q2 		$50K Buy
836
+3
+0.4% +$183 0.02% 315
2023
Q1 		$52.7K Buy
833
+232
+39% +$15K 0.02% 314
2022
Q4 		$38.1K Buy
601
+4
+0.7% +$248 0.02% 185
2022
Q3 		$34.8K Buy
597
+2
+0.3% +$138 0.02% 184
2022
Q2 		$40.6K Buy
595
+326
+121% +$22.4K 0.03% 189
2022
Q1 		$18.6K Buy
+269
New +$18.3K 0.01% 237

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's O Position: Q4 2024 in Review

WR Wealth Planners increased its Realty Income (O) stake by 5.3% in Q4 2024, buying an estimated $990 and bringing the position to 336 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #490.

WR Wealth Planners first reported a position in O in Q1 2022 and has held it in 11 quarters since. The position peaked at $52.7K in Q1 2023. 1,263 funds tracked by Wall St. Rank hold O as of Q4 2024.

  • WR Wealth Planners held 336 shares of Realty Income worth $17.9K as of Q4 2024.
  • WR Wealth Planners bought 17 Realty Income shares in Q4 2024, an estimated $990.
  • Realty Income made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #490 holding.
  • WR Wealth Planners first reported a position in Realty Income in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Realty Income position peaked at $52.7K in Q1 2023.
  • 1,263 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.