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Realty Income shares owned by 9258 Wealth Management

Quarter-by-quarter ownership of Realty Income (O) shares owned by 9258 Wealth Management from 13F filings

Historical chart of 9258 Wealth Management investment in Realty Income

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All positions including Realty Income held by 9258 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by 9258 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $390k 6.1k 63.42
2024-06-30 $296k 5.6k 52.82

More positions owned by 9258 Wealth Management

NVIDIA Corp Stock (NVDA)
SPDR Portfolio S&P 500 Growth ETF Etf (SPYG)
Apple Stock (AAPL)
iShares Russell Top 200 Growth ETF Etf (IWY)
Procter & Gamble Stock (PG)
Microsoft Corp Stock (MSFT)
iShares Core Dividend Growth ETF Etf (DGRO)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares Russell Top 200 Value ETF Etf (IWX)
Oracle Corp Stock (ORCL)
iShares Core US Aggregate Bond ETF Etf (AGG)
Vanguard Total International Stock ETF Etf (VXUS)
iShares Core Total USD Bond Market ETF Etf (IUSB)
Vanguard Mega Cap Value ETF Etf (MGV)
Cincinnati Financial Corp Stock (CINF)

View all positions for 9258 Wealth Management

Top funds holding Realty Income

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Parnassus Investments
Morgan Stanley
Cohen & Steers Capital Management
Dimensional Fund Advisors
Jpmorgan Chase & Co
Raymond James Financial
Northern Trust
Charles Schwab Investment Management
Legal & General Group
APG Asset Management US
Invesco

View all funds holding Realty Income