A detailed history of Principle Wealth Partners LLC transactions in Realty Income Corp stock. As of the latest transaction made, Principle Wealth Partners LLC holds 5,375 shares of O stock, worth $293,045. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,375
Previous 5,375 -0.0%
Holding current value
$293,045
Previous $283,000 20.14%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Apr 23, 2024

BUY
$51.39 - $59.48 $276,221 - $319,705
5,375 New
5,375 $290,000
Q4 2022

Feb 02, 2023

SELL
$55.54 - $65.37 $13,885 - $16,342
-250 Reduced 7.04%
3,301 $209,000
Q2 2022

Aug 02, 2022

SELL
$62.79 - $74.93 $9,795 - $11,689
-156 Reduced 4.21%
3,551 $242,000
Q1 2022

May 12, 2022

SELL
$64.67 - $72.25 $19,271 - $21,530
-298 Reduced 7.44%
3,707 $257,000
Q4 2021

Feb 11, 2022

BUY
$63.81 - $71.97 $63 - $71
1 Added 0.02%
4,005 $287,000
Q3 2021

Nov 16, 2021

BUY
$62.85 - $70.43 $125 - $140
2 Added 0.05%
4,004 $260,000
Q2 2021

Aug 13, 2021

BUY
$62.7 - $68.88 $3,197 - $3,512
51 Added 1.29%
4,002 $267,000
Q1 2021

May 18, 2021

BUY
$55.99 - $62.23 $11,198 - $12,446
200 Added 5.33%
3,951 $251,000
Q4 2020

Feb 16, 2021

BUY
$56.02 - $62.66 $210,131 - $235,037
3,751 New
3,751 $233,000
Q3 2020

Nov 16, 2020

SELL
$55.07 - $63.77 $178,977 - $207,252
-3,250 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$42.25 - $62.18 $137,312 - $202,085
3,250 New
3,250 $193,000
Q1 2020

May 13, 2020

SELL
$41.18 - $79.88 $155,248 - $301,147
-3,770 Closed
0 $0
Q3 2019

Nov 05, 2019

BUY
$65.92 - $74.88 $248,518 - $282,297
3,770 New
3,770 $289,000

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 $33.7B
  • 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 Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners 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 Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.