Wealth Plan Partners, LLC Realty Income Corp Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Realty Income Corp stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 82,891 shares of O stock, worth $4.82 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

82,891

Previous 93,257 11.12%

Holding current value

$4.82 Million

Previous $5.91 Billion 25.14%

% of portfolio

0.63%

Previous 0.79%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$51.76 - $64.71 $536,544 - $670,783	-10,366 Reduced 11.12%	82,891 $4.43 Billion
Q3 2024 Nov 05, 2024	SELL	$52.36 - $63.42 $466,004 - $564,438	-8,900 Reduced 8.71%	93,257 $5.91 Billion
Q2 2024 Aug 09, 2024	SELL	$50.8 - $55.45 $243,027 - $265,272	-4,784 Reduced 4.47%	102,157 $5.4 Billion
Q1 2024 May 07, 2024	SELL	$51.39 - $59.48 $1.56 Million - $1.81 Million	-30,400 Reduced 22.13%	106,941 $5.79 Billion
Q4 2023 Jan 05, 2024	SELL	$46.22 - $58.58 $247,692 - $313,930	-5,359 Reduced 3.76%	137,341 $7.89 Billion
Q3 2023 Nov 01, 2023	BUY	$49.62 - $63.75 $3.43 Million - $4.4 Million	69,075 Added 93.82%	142,700 $7.13 Billion
Q2 2023 Jul 31, 2023	SELL	$58.44 - $62.95 $4.41 Million - $4.75 Million	-75,445 Reduced 50.61%	73,625 $4.4 Billion
Q1 2023 May 10, 2023	SELL	$59.27 - $68.3 $9.56 Million - $11 Million	-161,218 Reduced 51.96%	149,070 $9.44 Billion
Q4 2022 Feb 16, 2023	BUY	$55.54 - $65.37 $1.92 Million - $2.25 Million	34,486 Added 12.5%	310,288 $20.4 Billion
Q1 2022 May 03, 2022	BUY	$64.67 - $72.25 $1.77 Million - $1.98 Million	27,396 Added 11.03%	275,802 $19.1 Million
Q4 2021 Feb 01, 2022	BUY	$63.81 - $71.97 $866,539 - $977,352	13,580 Added 5.78%	248,406 $17.2 Million
Q3 2021 Dec 09, 2021	BUY	$62.85 - $70.43 $819,312 - $918,125	13,036 Added 5.88%	234,826 $14.8 Million
Q2 2021 Aug 19, 2021	BUY	$62.7 - $68.88 $1.29 Million - $1.42 Million	20,642 Added 10.26%	221,790 $15.7 Million
Q1 2021 May 11, 2021	BUY	$55.99 - $62.23 $1.46 Million - $1.62 Million	26,111 Added 14.92%	201,148 $13.9 Million
Q4 2020 Feb 09, 2021	BUY	$56.02 - $62.66 $1.94 Million - $2.17 Million	34,580 Added 24.62%	175,037 $10.7 Million
Q3 2020 Dec 18, 2020	BUY	$55.07 - $63.77 $7.49 Million - $8.67 Million	135,983 Added 3039.41%	140,457 $8.68 Million
Q2 2020 Aug 19, 2020	BUY	$42.25 - $62.18 $189,026 - $278,193	4,474 New	4,474 $275,000
Q1 2020 May 15, 2020	SELL	$41.18 - $79.88 $111,762 - $216,794	-2,714 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$69.51 - $79.4 $5,630 - $6,431	81 Added 3.08%	2,714 $213,000
Q3 2019 Nov 15, 2019	BUY	$65.92 - $74.88 $173,567 - $197,159	2,633 New	2,633 $202,000
Q2 2019 Aug 19, 2019	SELL	$64.56 - $71.02 $225,185 - $247,717	-3,488 Closed	0 $0
Q1 2019 May 16, 2019	SELL	$60.01 - $71.69 $1,500 - $1,792	-25 Reduced 0.71%	3,488 $242,000
Q3 2018 Nov 21, 2018	BUY	$51.63 - $57.24 $181,376 - $201,084	3,513 New	3,513 $225,000

Others Institutions Holding O

# of Institutions

1,406

Shares Held

675M

Call Options Held

4.17M

Put Options Held

3.91M

View Full List

About REALTY INCOME CORP

Ticker O
Exchange NYSE
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 617,577,024
Market Cap $35.9B
Description
Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date...

More about O

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Account

Wealth Plan Partners, LLC Realty Income Corp Transaction History