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Realty Income shares owned by Asset Planning

Quarter-by-quarter ownership of Realty Income (O) shares owned by Asset Planning from 13F filings

Historical chart of Asset Planning investment in Realty Income

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All positions including Realty Income held by Asset Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 37k 60.79
2025-06-30 $2.2M 38k 57.61
2025-03-31 $2.2M 37k 58.01
2024-12-31 $1.9M 36k 53.41