Wealthcare Advisory Partners LLC Realty Income Corp Transaction History

Wealthcare Advisory Partners LLC

$3 Billion
Q1 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	BUY	$59.27 - $68.3 $45,104 - $51,976	761 Added 16.04%	5,504 $348,000
Q4 2022 Feb 13, 2023	SELL	$55.54 - $65.37 $56,150 - $66,089	-1,011 Reduced 17.57%	4,743 $300,000
Q3 2022 Nov 14, 2022	BUY	$57.95 - $74.75 $10,257 - $13,230	177 Added 3.17%	5,754 $335,000
Q2 2022 Aug 15, 2022	BUY	$62.79 - $74.93 $10,611 - $12,663	169 Added 3.13%	5,577 $381,000
Q1 2022 Apr 15, 2022	BUY	$64.67 - $72.25 $2,651 - $2,962	41 Added 0.76%	5,408 $375,000

Q4 2021 Feb 11, 2022	BUY	$63.81 - $71.97 $342,468 - $386,262	5,367 New	5,367 $384,000
Q2 2021 Aug 16, 2021	SELL	$62.7 - $68.88 $309,424 - $339,922	-4,935 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$55.99 - $62.23 $276,310 - $307,105	4,935 New	4,935 $313,000
Q4 2020 Feb 12, 2021	SELL	$56.02 - $62.66 $217,245 - $242,995	-3,878 Closed	0 $0
Q3 2020 Oct 29, 2020	BUY	$55.07 - $63.77 $213,561 - $247,300	3,878 New	3,878 $236,000
Q2 2020 Jul 29, 2020	SELL	$42.25 - $62.18 $177,788 - $261,653	-4,208 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$41.18 - $79.88 $15,318 - $29,715	-372 Reduced 8.12%	4,208 $210,000
Q4 2019 Jan 29, 2020	SELL	$69.51 - $79.4 $5,908 - $6,749	-85 Reduced 1.82%	4,580 $337,000
Q3 2019 Oct 17, 2019	BUY	$65.92 - $74.88 $329 - $374	5 Added 0.11%	4,665 $358,000
Q2 2019 Jul 30, 2019	SELL	$64.56 - $71.02 $12,976 - $14,275	-201 Reduced 4.13%	4,660 $321,000
Q1 2019 May 13, 2019	BUY	$60.01 - $71.69 $128,241 - $153,201	2,137 Added 78.45%	4,861 $358,000
Q4 2018 Feb 14, 2019	SELL	$54.12 - $64.28 $61,372 - $72,893	-1,134 Reduced 29.39%	2,724 $172,000
Q3 2018 Nov 14, 2018	SELL	$51.63 - $57.24 $35,469 - $39,323	-687 Reduced 15.12%	3,858 $219,000
Q2 2018 Aug 14, 2018	BUY	$47.61 - $52.84 $13,045 - $14,478	274 Added 6.42%	4,545 $244,000
Q1 2018 May 15, 2018	BUY	$46.09 - $54.86 $68,766 - $81,851	1,492 Added 53.69%	4,271 $221,000
Q4 2017 Feb 14, 2018	BUY	$51.78 - $56.01 $26,097 - $28,229	504 Added 22.15%	2,779 $158,000
Q3 2017 Nov 15, 2017	BUY	$54.73 - $58.04 $124,510 - $132,041	2,275	2,275 $130,000

Others Institutions Holding O

# of Institutions

1,290

Shares Held

657M

Call Options Held

4.77M

Put Options Held

3.5M

View Full List

About REALTY INCOME CORP

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

Portfolio Update

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

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Account