A detailed history of United Asset Strategies, Inc. transactions in Realty Income Corp stock. As of the latest transaction made, United Asset Strategies, Inc. holds 108,328 shares of O stock, worth $5.61 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
108,328
Previous 103,862 4.3%
Holding current value
$5.61 Million
Previous $5.49 Million 25.25%
% of portfolio
0.64%
Previous 0.54%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$52.36 - $63.42 $233,839 - $283,233
4,466 Added 4.3%
108,328 $6.87 Million
Q2 2024

Aug 01, 2024

BUY
$50.8 - $55.45 $508,812 - $555,387
10,016 Added 10.67%
103,862 $5.49 Million
Q1 2024

Apr 23, 2024

BUY
$51.39 - $59.48 $586,719 - $679,083
11,417 Added 13.85%
93,846 $5.08 Million
Q4 2023

Jan 30, 2024

BUY
$46.22 - $58.58 $405,996 - $514,566
8,784 Added 11.93%
82,429 $4.73 Million
Q3 2023

Nov 07, 2023

BUY
$49.62 - $63.75 $3.24 Million - $4.16 Million
65,236 Added 775.79%
73,645 $3.68 Million
Q2 2023

Jul 25, 2023

BUY
$58.44 - $62.95 $17,239 - $18,570
295 Added 3.64%
8,409 $502,000
Q1 2023

Apr 25, 2023

SELL
$59.27 - $68.3 $105,619 - $121,710
-1,782 Reduced 18.01%
8,114 $513,000
Q4 2022

Jan 26, 2023

BUY
$55.54 - $65.37 $33,712 - $39,679
607 Added 6.53%
9,896 $0
Q3 2022

Oct 24, 2022

BUY
$57.95 - $74.75 $538,297 - $694,352
9,289 New
9,289 $541,000

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 $32B
  • 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 United Asset Strategies, Inc. Portfolio

Follow United Asset Strategies, Inc. 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 United Asset Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on United Asset Strategies, Inc. with notifications on news.