A detailed history of Beverly Hills Private Wealth, LLC transactions in Realty Income Corp stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 5,490 shares of O stock, worth $316,004. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,490
Holding current value
$316,004
% of portfolio
0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$51.39 - $59.48 $282,131 - $326,545
5,490 New
5,490 $297 Million
Q3 2023

Nov 08, 2023

SELL
$49.62 - $63.75 $251,424 - $323,021
-5,067 Reduced 47.42%
5,618 $281 Million
Q2 2023

Aug 09, 2023

BUY
$58.44 - $62.95 $302,485 - $325,829
5,176 Added 93.96%
10,685 $633 Million
Q1 2023

May 03, 2023

BUY
$59.27 - $68.3 $34,850 - $40,160
588 Added 11.95%
5,509 $349 Million
Q4 2022

Feb 13, 2023

BUY
$55.54 - $65.37 $273,312 - $321,685
4,921 New
4,921 $312 Million

Others Institutions Holding O

About REALTY INCOME CORP


  • Ticker O
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 617,577,024
  • Market Cap $35.5B
  • 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

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.