Realty Income shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of Realty Income (O) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners investment in Realty Income
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Quarterly reported holdings in Realty Income by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $855k | 16k | 54.10 |
| 2023-12-31 | $961k | 17k | 57.42 |
| 2023-09-30 | $896k | 18k | 49.94 |
| 2023-06-30 | $1.0M | 17k | 59.79 |
| 2023-03-31 | $1.0M | 16k | 63.32 |
| 2022-12-31 | $975k | 15k | 63.43 |
| 2022-09-30 | $817k | 14k | 58.17 |
| 2022-06-30 | $1.0M | 15k | 70.41 |
| 2022-03-31 | $754k | 11k | 69.32 |
| 2021-12-31 | $696k | 9.7k | 71.63 |
| 2021-09-30 | $560k | 8.6k | 64.88 |
| 2021-06-30 | $423k | 6.3k | 66.67 |