A detailed history of Wealth Plan Investment Management, LLC transactions in Realty Income Corp stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 130,041 shares of O stock, worth $7.44 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
130,041
Previous 126,329 2.94%
Holding current value
$7.44 Million
Previous $6.67 Million 23.61%
% of portfolio
0.89%
Previous 1.09%

Shares

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

Nov 05, 2024

BUY
$52.36 - $63.42 $194,360 - $235,415
3,712 Added 2.94%
130,041 $8.25 Million
Q2 2024

Aug 09, 2024

SELL
$50.8 - $55.45 $116,535 - $127,202
-2,294 Reduced 1.78%
126,329 $6.67 Million
Q1 2024

May 16, 2024

BUY
$51.39 - $59.48 $905,286 - $1.05 Million
17,616 Added 15.87%
128,623 $6.96 Million
Q4 2023

Jan 05, 2024

SELL
$46.22 - $58.58 $3.01 Million - $3.82 Million
-65,221 Reduced 37.01%
111,007 $6.37 Million
Q3 2023

Nov 15, 2023

BUY
$49.62 - $63.75 $1.66 Million - $2.14 Million
33,528 Added 23.5%
176,228 $8.8 Million
Q3 2023

Nov 09, 2023

BUY
$49.62 - $63.75 $2.53 Million - $3.25 Million
50,961 Added 55.55%
142,700 $7.13 Million
Q2 2023

Aug 14, 2023

BUY
$58.44 - $62.95 $5.17 Million - $5.57 Million
88,492 Added 2725.35%
91,739 $5.49 Million
Q2 2023

Jul 25, 2023

SELL
$58.44 - $62.95 $9.99 Million - $10.8 Million
-170,947 Reduced 98.14%
3,247 $194,000
Q1 2023

May 08, 2023

SELL
$59.27 - $68.3 $8.01 Million - $9.23 Million
-135,092 Reduced 43.68%
174,194 $11 Million
Q4 2022

Feb 15, 2023

BUY
$55.54 - $65.37 $68,925 - $81,124
1,241 Added 0.4%
309,286 $19.6 Million
Q3 2022

Dec 12, 2022

BUY
$57.95 - $74.75 $1.87 Million - $2.41 Million
32,243 Added 11.69%
308,045 $19.6 Million
Q1 2022

Sep 07, 2022

BUY
$64.67 - $72.25 $17.8 Million - $19.9 Million
275,802 New
275,802 $19.1 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 $35.3B
  • 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
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