Wealth Plan Partners, LLC Realty Income Corp Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Realty Income Corp stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 93,257 shares of O stock, worth $4.97 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

93,257

Previous 102,157 8.71%

Holding current value

$4.97 Million

Previous $5.4 Billion 9.61%

% of portfolio

0.79%

Previous 0.58%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$52.36 - $63.42 $466,004 - $564,438	-8,900 Reduced 8.71%	93,257 $5.91 Billion
Q2 2024 Aug 09, 2024	SELL	$50.8 - $55.45 $243,027 - $265,272	-4,784 Reduced 4.47%	102,157 $5.4 Billion
Q1 2024 May 07, 2024	SELL	$51.39 - $59.48 $1.56 Million - $1.81 Million	-30,400 Reduced 22.13%	106,941 $5.79 Billion
Q4 2023 Jan 05, 2024	SELL	$46.22 - $58.58 $247,692 - $313,930	-5,359 Reduced 3.76%	137,341 $7.89 Billion
Q3 2023 Nov 01, 2023	BUY	$49.62 - $63.75 $3.43 Million - $4.4 Million	69,075 Added 93.82%	142,700 $7.13 Billion
Q2 2023 Jul 31, 2023	SELL	$58.44 - $62.95 $4.41 Million - $4.75 Million	-75,445 Reduced 50.61%	73,625 $4.4 Billion
Q1 2023 May 10, 2023	SELL	$59.27 - $68.3 $9.56 Million - $11 Million	-161,218 Reduced 51.96%	149,070 $9.44 Billion
Q4 2022 Feb 16, 2023	BUY	$55.54 - $65.37 $1.92 Million - $2.25 Million	34,486 Added 12.5%	310,288 $20.4 Billion
Q1 2022 May 03, 2022	BUY	$64.67 - $72.25 $1.77 Million - $1.98 Million	27,396 Added 11.03%	275,802 $19.1 Million
Q4 2021 Feb 01, 2022	BUY	$63.81 - $71.97 $866,539 - $977,352	13,580 Added 5.78%	248,406 $17.2 Million
Q3 2021 Dec 09, 2021	BUY	$62.85 - $70.43 $819,312 - $918,125	13,036 Added 5.88%	234,826 $14.8 Million
Q2 2021 Aug 19, 2021	BUY	$62.7 - $68.88 $1.29 Million - $1.42 Million	20,642 Added 10.26%	221,790 $15.7 Million
Q1 2021 May 11, 2021	BUY	$55.99 - $62.23 $1.46 Million - $1.62 Million	26,111 Added 14.92%	201,148 $13.9 Million
Q4 2020 Feb 09, 2021	BUY	$56.02 - $62.66 $1.94 Million - $2.17 Million	34,580 Added 24.62%	175,037 $10.7 Million
Q3 2020 Dec 18, 2020	BUY	$55.07 - $63.77 $7.49 Million - $8.67 Million	135,983 Added 3039.41%	140,457 $8.68 Million
Q2 2020 Aug 19, 2020	BUY	$42.25 - $62.18 $189,026 - $278,193	4,474 New	4,474 $275,000
Q1 2020 May 15, 2020	SELL	$41.18 - $79.88 $111,762 - $216,794	-2,714 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$69.51 - $79.4 $5,630 - $6,431	81 Added 3.08%	2,714 $213,000
Q3 2019 Nov 15, 2019	BUY	$65.92 - $74.88 $173,567 - $197,159	2,633 New	2,633 $202,000
Q2 2019 Aug 19, 2019	SELL	$64.56 - $71.02 $225,185 - $247,717	-3,488 Closed	0 $0
Q1 2019 May 16, 2019	SELL	$60.01 - $71.69 $1,500 - $1,792	-25 Reduced 0.71%	3,488 $242,000
Q3 2018 Nov 21, 2018	BUY	$51.63 - $57.24 $181,376 - $201,084	3,513 New	3,513 $225,000

Others Institutions Holding O

# of Institutions

1,373

Shares Held

664M

Call Options Held

4.15M

Put Options Held

2.48M

View Full List

About REALTY INCOME CORP

Ticker O
Exchange NYSE
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 617,577,024
Market Cap $32.9B
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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Wealth Plan Partners, LLC Realty Income Corp Transaction History