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Realty Income shares owned by Mosaic Family Wealth Partners

Quarter-by-quarter ownership of Realty Income (O) shares owned by Mosaic Family Wealth Partners from 13F filings

Historical chart of Mosaic Family Wealth Partners investment in Realty Income

Tip: Access up to 7 years of quarterly data

All positions including Realty Income held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $825k 14k 57.42
2023-09-30 $938k 19k 49.94
2023-06-30 $1.1M 19k 59.79
2023-03-31 $1.2M 19k 63.32
2022-12-31 $1.2M 19k 63.43

More positions owned by Mosaic Family Wealth Partners

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Mosaic Family Wealth Partners

Top funds holding Realty Income

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Legal & General Group
Jpmorgan Chase & Co
Dimensional Fund Advisors
Daiwa Securities Group
Northern Trust
Charles Schwab Investment Management
APG Asset Management US
Centersquare Investment Management
FMR

View all funds holding Realty Income