Pasadena Private Wealth »

Realty Income shares owned by Pasadena Private Wealth

Quarter-by-quarter ownership of Realty Income (O) shares owned by Pasadena Private Wealth from 13F filings

Historical chart of Pasadena Private Wealth investment in Realty Income

Tip: Access up to 7 years of quarterly data

All positions including Realty Income held by Pasadena Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Realty Income by Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $861k 16k 54.10
2023-12-31 $829k 14k 57.42

More positions owned by Pasadena Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Flexshares Tr Mornstar Upstr (GUNR)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Direxion Shs Etf Tr Auspce Cmd Stg (COM)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Pasadena Private Wealth

Top funds holding Realty Income

Vanguard Group
BlackRock
Bank of America Corporation
Jpmorgan Chase & Co
Dimensional Fund Advisors
Legal & General Group
Daiwa Securities Group
Charles Schwab Investment Management
Norges Bank Investment Management
APG Asset Management US
Centersquare Investment Management
Parnassus Investments
Bank of New York Mellon
Ing Clarion Real Estate Securities
Ubs Global Asset Management Americas

View all funds holding Realty Income